Partners Wealth Management
VZ icon

Partners Wealth Management’s Verizon VZ Stock Holding History

Partners Wealth Management’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
Q3 		$619K Buy
13,493
+8,294
+160% +$390K 0.06% 240
2026
Q2 		$220K Buy
5,199
+353
+7% +$16.6K 0.22% 94
2026
Q1 		$243K Sell
4,846
-1,000
-17% -$46.3K 0.25% 90
2025
Q4 		$238K Buy
+5,846
New +$237K 0.25% 98

Other funds holding VZ

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Partners Wealth Management's VZ Position: Q3 2026 in Review

Partners Wealth Management increased its Verizon (VZ) stake by 160% in Q3 2026, buying an estimated $390K and bringing the position to 13,493 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #240.

Partners Wealth Management first reported a position in VZ in Q4 2025 and has held it in 4 quarters since. 2,271 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Partners Wealth Management held 13,493 shares of Verizon worth $619K as of Q3 2026.
  • Partners Wealth Management bought 8,294 Verizon shares in Q3 2026, an estimated $390K.
  • Verizon made up 0.06% of Partners Wealth Management's portfolio in Q3 2026, its #240 holding.
  • Partners Wealth Management first reported a position in Verizon in Q4 2025 and has held it in 4 quarters since.
  • 2,271 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.