Phoenix Wealth Advisors
VZ icon

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
Q3 		$2.02M Sell
43,948
-271
-0.6% -$12.7K 0.62% 31
2026
Q2 		$1.87M Sell
44,219
-33
-0.1% -$1.55K 0.63% 36
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

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Phoenix Wealth Advisors's VZ Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its Verizon (VZ) stake by 0.61% in Q3 2026, selling an estimated $12.7K and leaving 43,948 shares worth $2.02M. The position accounts for 0.62% of the portfolio, ranked #31.

Phoenix Wealth Advisors first reported a position in VZ in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.13M in Q1 2021. 1,955 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Phoenix Wealth Advisors held 43,948 shares of Verizon worth $2.02M as of Q3 2026.
  • Phoenix Wealth Advisors sold 271 Verizon shares in Q3 2026, an estimated $12.7K.
  • Verizon made up 0.62% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #31 holding.
  • Phoenix Wealth Advisors first reported a position in Verizon in Q4 2020 and has held it in 19 quarters since.
  • Phoenix Wealth Advisors's Verizon position peaked at $3.13M in Q1 2021.
  • 1,955 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.