Peterson Wealth Services
VZ icon

Peterson Wealth Services’s Verizon VZ Stock Holding History

Peterson Wealth Services’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 		$1.68M Buy
36,706
+1,935
+6% +$91K 0.36% 56
2026
Q2 		$1.47M Buy
34,771
+1,608
+5% +$75.4K 0.32% 61
2026
Q1 		$1.66M Buy
33,163
+1,857
+6% +$86.1K 0.41% 56
2025
Q4 		$1.28M Buy
31,306
+24,403
+354% +$990K 0.33% 59
2025
Q3 		$1.35M Sell
6,903
-23,603
-77% -$1.02M 0.33% 56
2025
Q2 		$1.32M Buy
30,506
+959
+3% +$41.5K 0.36% 51
2025
Q1 		$1.34M Buy
29,547
+3,853
+15% +$160K 0.42% 52
2024
Q4 		$1.03M Buy
25,694
+2,064
+9% +$87.1K 0.31% 63
2024
Q3 		$1.06M Buy
23,630
+1,895
+9% +$79.1K 0.34% 61
2024
Q2 		$896K Buy
21,735
+666
+3% +$26.8K 0.31% 65
2024
Q1 		$884K Sell
21,069
-3,760
-15% -$152K 0.32% 59
2023
Q4 		$936K Sell
24,829
-4,280
-15% -$151K 0.4% 56
2023
Q3 		$943K Buy
29,109
+1,965
+7% +$66.4K 0.71% 43
2023
Q2 		$1.01M Buy
27,144
+1,320
+5% +$48.9K 0.48% 59
2023
Q1 		$1M Buy
25,824
+14,582
+130% +$575K 0.52% 61
2022
Q4 		$443K Sell
11,242
-5,298
-32% -$200K 0.25% 64
2022
Q3 		$628K Buy
16,540
+5,220
+46% +$232K 0.45% 59
2022
Q2 		$575K Buy
11,320
+1,847
+19% +$93.4K 0.41% 49
2022
Q1 		$483K Buy
9,473
+2,414
+34% +$128K 0.3% 59
2021
Q4 		$367K Buy
+7,059
New +$368K 0.24% 60

Other funds holding VZ

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Peterson Wealth Services's VZ Position: Q3 2026 in Review

Peterson Wealth Services increased its Verizon (VZ) stake by 5.6% in Q3 2026, buying an estimated $91K and bringing the position to 36,706 shares worth $1.68M. The position accounts for 0.36% of the portfolio, ranked #56.

Peterson Wealth Services first reported a position in VZ in Q4 2021 and has held it in 20 quarters since. 2,230 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Peterson Wealth Services held 36,706 shares of Verizon worth $1.68M as of Q3 2026.
  • Peterson Wealth Services bought 1,935 Verizon shares in Q3 2026, an estimated $91K.
  • Verizon made up 0.36% of Peterson Wealth Services's portfolio in Q3 2026, its #56 holding.
  • Peterson Wealth Services first reported a position in Verizon in Q4 2021 and has held it in 20 quarters since.
  • 2,230 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.