OPS
VZ icon

Orion Portfolio Solutions’s Verizon VZ Stock Holding History

Orion Portfolio Solutions’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
Q1 		$10.1M Buy
222,904
+46,507
+26% +$1.94M 0.1% 196
2024
Q4 		$7.05M Buy
176,397
+10,873
+7% +$459K 0.07% 258
2024
Q3 		$7.43M Sell
165,524
-104,947
-39% -$4.38M 0.07% 259
2024
Q2 		$11.2M Sell
270,471
-1,410
-0.5% -$56.8K 0.12% 168
2024
Q1 		$11.4M Sell
271,881
-9,503
-3% -$383K 0.12% 169
2023
Q4 		$11.3M Sell
281,384
-14,492
-5% -$513K 0.13% 159
2023
Q3 		$9.59M Sell
295,876
-45,906
-13% -$1.55M 0.12% 171
2023
Q2 		$12.7M Buy
341,782
+15,067
+5% +$558K 0.14% 145
2023
Q1 		$12.7M Buy
326,715
+255,239
+357% +$10.1M 0.16% 130
2022
Q4 		$2.82M Buy
71,476
+20,230
+39% +$762K 0.1% 145
2022
Q3 		$1.95M Buy
51,246
+17,202
+51% +$766K 0.08% 166
2022
Q2 		$1.73M Sell
34,044
-1,101
-3% -$55.7K 0.07% 177
2022
Q1 		$1.79M Sell
35,145
-2,453
-7% -$130K 0.06% 188
2021
Q4 		$1.95M Buy
37,598
+3,242
+9% +$169K 0.07% 178
2021
Q3 		$1.86M Buy
34,356
+8,983
+35% +$497K 0.07% 172
2021
Q2 		$1.42M Sell
25,373
-1,110
-4% -$63.7K 0.06% 187
2021
Q1 		$1.54M Buy
26,483
+3,902
+17% +$220K 0.07% 153
2020
Q4 		$1.33M Sell
22,581
-673
-3% -$40K 0.06% 172
2020
Q3 		$1.38M Sell
23,254
-1,070
-4% -$62.2K 0.07% 150
2020
Q2 		$1.34M Buy
24,324
+3,205
+15% +$180K 0.07% 127
2020
Q1 		$1.14M Buy
21,119
+1,538
+8% +$88K 0.08% 118
2019
Q4 		$1.2M Buy
+19,581
New +$1.18M 0.09% 122

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orion Portfolio Solutions's VZ Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Verizon (VZ) stake by 26% in Q1 2025, buying an estimated $1.94M and bringing the position to 222,904 shares worth $10.1M. The position accounts for 0.1% of the portfolio, ranked #196.

Orion Portfolio Solutions first reported a position in VZ in Q4 2019 and has held it in 22 quarters since. The position peaked at $12.7M in Q2 2023. 3,051 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Orion Portfolio Solutions held 222,904 shares of Verizon worth $10.1M as of Q1 2025.
  • Orion Portfolio Solutions bought 46,507 Verizon shares in Q1 2025, an estimated $1.94M.
  • Verizon made up 0.1% of Orion Portfolio Solutions's portfolio in Q1 2025, its #196 holding.
  • Orion Portfolio Solutions first reported a position in Verizon in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Verizon position peaked at $12.7M in Q2 2023.
  • 3,051 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.