Petix & Botte Financial’s Verizon VZ Stock Holding History

Petix & Botte Financial’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	–	Sell	-5,656	Closed	-$230K	–	143
2025 Q4	$230K	Hold	5,656	–	–	0.05%	123
2025 Q3	$249K	Hold	5,656	–	–	0.06%	122
2025 Q2	$245K	Hold	5,656	–	–	0.06%	120
2025 Q1	$257K	Buy	+5,656	New	+$235K	0.07%	111
2024 Q3	–	Sell	-5,234	Closed	-$216K	–	128
2024 Q2	$216K	Buy	+5,234	New	+$211K	0.06%	117
2022 Q2	–	Sell	-4,882	Closed	-$249K	–	119
2022 Q1	$249K	Buy	+4,882	New	+$259K	0.08%	101
2021 Q4	–	Sell	-4,958	Closed	-$268K	–	116
2021 Q3	$268K	Buy	+4,958	New	+$274K	0.09%	92

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

Petix & Botte Financial's VZ Position: Q1 2026 in Review

Petix & Botte Financial sold out of Verizon (VZ) in Q1 2026, closing a stake of 5,656 shares — an estimated $230K sold.

Petix & Botte Financial first reported a position in VZ in Q3 2021 and held it in 7 quarters. The position peaked at $268K in Q3 2021. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Petix & Botte Financial reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
Petix & Botte Financial sold 5,656 Verizon shares in Q1 2026, an estimated $230K.
Petix & Botte Financial first reported a position in Verizon in Q3 2021 and held it in 7 quarters.
Petix & Botte Financial's Verizon position peaked at $268K in Q3 2021.
3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.