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Phoenix Wealth Advisors’s Verizon VZ Stock Holding History

Phoenix 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
2026
Q1 		$2.22M Sell
44,252
-979
-2% -$45.4K 0.88% 30
2025
Q4 		$1.84M Sell
45,231
-12,507
-22% -$507K 0.71% 37
2025
Q3 		$2.54M Sell
57,738
-2,798
-5% -$121K 0.98% 28
2025
Q2 		$2.62M Sell
60,536
-1,877
-3% -$81.3K 1.1% 26
2025
Q1 		$2.83M Buy
62,413
+97
+0.2% +$4.04K 1.23% 25
2024
Q4 		$2.49M Sell
62,316
-2,689
-4% -$113K 1.08% 30
2024
Q3 		$2.92M Sell
65,005
-667
-1% -$27.8K 1.36% 20
2024
Q2 		$2.71M Buy
65,672
+26,868
+69% +$1.08M 1.36% 23
2024
Q1 		$1.63M Buy
+38,804
New +$1.57M 0.99% 33
2022
Q4 		– Sell
-55,806
Closed -$2.12M – 122
2022
Q3 		$2.12M Sell
55,806
-733
-1% -$32.6K 2.12% 20
2022
Q2 		$2.87M Buy
56,539
+877
+2% +$44.4K 2.83% 6
2022
Q1 		$2.96M Sell
55,662
-1,659
-3% -$87.9K 3.06% 10
2021
Q4 		$2.98M Buy
57,321
+1,236
+2% +$64.5K 2.25% 15
2021
Q3 		$3.03M Buy
56,085
+938
+2% +$51.9K 2.26% 10
2021
Q2 		$3.11M Buy
55,147
+1,470
+3% +$84.4K 2.24% 4
2021
Q1 		$3.13M Buy
53,677
+555
+1% +$31.3K 2.43% 4
2020
Q4 		$3.12M Buy
+53,122
New +$3.16M 2.37% 6

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Phoenix Wealth Advisors's VZ Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Verizon (VZ) stake by 2.2% in Q1 2026, selling an estimated $45.4K and leaving 44,252 shares worth $2.22M. The position accounts for 0.88% of the portfolio, ranked #30.

Phoenix Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.13M in Q1 2021. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Phoenix Wealth Advisors held 44,252 shares of Verizon worth $2.22M as of Q1 2026.
  • Phoenix Wealth Advisors sold 979 Verizon shares in Q1 2026, an estimated $45.4K.
  • Verizon made up 0.88% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #30 holding.
  • Phoenix Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 17 quarters since.
  • Phoenix Wealth Advisors's Verizon position peaked at $3.13M in Q1 2021.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.