Oxford Wealth Group’s Verizon VZ Stock Holding History

Oxford Wealth 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
2026 Q1	$287K	Buy	5,712 +153	+3%	+$7.09K	0.16%	81
2025 Q4	$226K	Buy	+5,559	New	+$225K	0.11%	85

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Oxford Wealth Group's VZ Position: Q1 2026 in Review

Oxford Wealth Group increased its Verizon (VZ) stake by 2.8% in Q1 2026, buying an estimated $7.09K and bringing the position to 5,712 shares worth $287K. The position accounts for 0.16% of the portfolio, ranked #81.

Oxford Wealth Group first reported a position in VZ in Q4 2025 and has held it in 2 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Oxford Wealth Group held 5,712 shares of Verizon worth $287K as of Q1 2026.
Oxford Wealth Group bought 153 Verizon shares in Q1 2026, an estimated $7.09K.
Verizon made up 0.16% of Oxford Wealth Group's portfolio in Q1 2026, its #81 holding.
Oxford Wealth Group first reported a position in Verizon in Q4 2025 and has held it in 2 quarters since.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.