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Oxford Financial Group’s Verizon VZ Stock Holding History

Oxford Financial Group’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 		– Sell
-6,525
Closed -$287K – 307
2025
Q3 		$287K Buy
6,525
+345
+6% +$14.9K 0.02% 189
2025
Q2 		$267K Sell
6,180
-255
-4% -$11K 0.02% 187
2025
Q1 		$292K Sell
6,435
-52
-0.8% -$2.17K 0.02% 177
2024
Q4 		$259K Buy
6,487
+636
+11% +$26.8K 0.02% 217
2024
Q3 		$263K Sell
5,851
-4,370
-43% -$182K 0.02% 212
2024
Q2 		$422K Buy
10,221
+2,499
+32% +$101K 0.03% 172
2024
Q1 		$324K Buy
7,722
+574
+8% +$23.2K 0.02% 172
2023
Q4 		$269K Buy
7,148
+155
+2% +$5.48K 0.02% 198
2023
Q3 		$227K Sell
6,993
-2,776
-28% -$93.8K 0.02% 200
2023
Q2 		$363K Buy
+9,769
New +$362K 0.03% 156
2023
Q1 		– Sell
-5,112
Closed -$201K – 281
2022
Q4 		$201K Sell
5,112
-255
-5% -$9.61K 0.02% 187
2022
Q3 		$204K Sell
5,367
-3,299
-38% -$147K 0.03% 168
2022
Q2 		$440K Buy
8,666
+1,793
+26% +$90.7K 0.06% 115
2022
Q1 		$350K Buy
6,873
+2,322
+51% +$123K 0.04% 145
2021
Q4 		$236K Buy
4,551
+208
+5% +$10.9K 0.03% 184
2021
Q3 		$235K Sell
4,343
-73
-2% -$4.04K 0.03% 167
2021
Q2 		$247K Buy
+4,416
New +$253K 0.03% 161

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Oxford Financial Group's VZ Position: Q4 2025 in Review

Oxford Financial Group sold out of Verizon (VZ) in Q4 2025, closing a stake of 6,525 shares — an estimated $287K sold.

Oxford Financial Group first reported a position in VZ in Q2 2021 and held it in 17 quarters. The position peaked at $440K in Q2 2022. 3,108 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • Oxford Financial Group reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
  • Oxford Financial Group sold 6,525 Verizon shares in Q4 2025, an estimated $287K.
  • Oxford Financial Group first reported a position in Verizon in Q2 2021 and held it in 17 quarters.
  • Oxford Financial Group's Verizon position peaked at $440K in Q2 2022.
  • 3,108 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Oxford Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.