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Pacific Capital Wealth Advisors’s Verizon VZ Stock Holding History

Pacific Capital Wealth Advisors’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 		– Sell
-524
Closed -$21K – 384
2024
Q4 		$21K Hold
524
– – ﹤0.01% 220
2024
Q3 		$23.5K Sell
524
-568
-52% -$23.7K ﹤0.01% 220
2024
Q2 		$45K Buy
1,092
+537
+97% +$21.6K 0.01% 161
2024
Q1 		$23.3K Buy
555
+31
+6% +$1.25K 0.01% 177
2023
Q4 		$19.8K Buy
+524
New +$18.5K 0.01% 196
2020
Q4 		– Sell
-639
Closed -$38K – 200
2020
Q3 		$38K Buy
+639
New +$37.1K 0.02% 114

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

Pacific Capital Wealth Advisors's VZ Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Verizon (VZ) in Q1 2025, closing a stake of 524 shares — an estimated $21K sold.

Pacific Capital Wealth Advisors first reported a position in VZ in Q3 2020 and held it in 6 quarters. The position peaked at $45K in Q2 2024. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 524 Verizon shares in Q1 2025, an estimated $21K.
  • Pacific Capital Wealth Advisors first reported a position in Verizon in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Verizon position peaked at $45K in Q2 2024.
  • 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.