ORG Partners’s Verizon VZ Stock Holding History

ORG Partners’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.45M	Buy	35,550 +26,504	+293%	+$1.08M	0.26%	90
2025 Q3	$398K	Buy	9,046 +745	+9%	+$32.2K	0.07%	231
2025 Q2	$363K	Buy	8,301 +234	+3%	+$10.1K	0.08%	223
2025 Q1	$367K	Sell	8,067 -24,613	-75%	-$1.02M	0.09%	181
2024 Q4	$1.31M	Sell	32,680 -2,635	-7%	-$111K	0.18%	97
2024 Q3	$1.59M	Sell	35,315 -8,346	-19%	-$348K	0.25%	74
2024 Q2	$1.82M	Buy	43,661 +40,465	+1,266%	+$1.63M	0.23%	87
2024 Q1	$135K	Sell	3,196 -35,942	-92%	-$1.45M	0.26%	58
2023 Q4	$1.48M	Buy	39,138 +8,602	+28%	+$304K	0.25%	85
2023 Q3	$990K	Sell	30,536 -6,565	-18%	-$222K	0.29%	85
2023 Q2	$1.38M	Buy	37,101 +5,022	+16%	+$186K	0.22%	87
2023 Q1	$1.26M	Buy	+32,079	New	+$1.27M	0.31%	64

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return