Pines Wealth Management
VZ icon

Pines Wealth Management’s Verizon VZ Stock Holding History

Pines 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 		$303K Sell
6,616
-163
-2% -$7.67K 0.09% 178
2026
Q2 		$287K Sell
6,779
-334
-5% -$15.7K 0.08% 187
2026
Q1 		$357K Buy
7,113
+676
+11% +$31.3K 0.12% 155
2025
Q4 		$262K Buy
6,437
+1,079
+20% +$43.8K 0.08% 192
2025
Q3 		$235K Sell
5,358
-71
-1% -$3.07K 0.08% 202
2025
Q2 		$236K Sell
5,429
-39
-0.7% -$1.69K 0.08% 203
2025
Q1 		$231K Sell
5,468
-66
-1% -$2.75K 0.11% 181
2024
Q4 		$209K Buy
+5,534
New +$233K 0.09% 197

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

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

Pines Wealth Management reduced its Verizon (VZ) stake by 2.4% in Q3 2026, selling an estimated $7.67K and leaving 6,616 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #178.

Pines Wealth Management first reported a position in VZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $357K in Q1 2026. 2,230 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Pines Wealth Management held 6,616 shares of Verizon worth $303K as of Q3 2026.
  • Pines Wealth Management sold 163 Verizon shares in Q3 2026, an estimated $7.67K.
  • Verizon made up 0.09% of Pines Wealth Management's portfolio in Q3 2026, its #178 holding.
  • Pines Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 8 quarters since.
  • Pines Wealth Management's Verizon position peaked at $357K in Q1 2026.
  • 2,230 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.