Plante Moran Financial Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$71.4K Sell
1,422
-28
-2% -$1.3K ﹤0.01% 272
2025
Q4
$59.1K Buy
1,450
+68
+5% +$2.76K ﹤0.01% 300
2025
Q3
$60.7K Sell
1,382
-693
-33% -$30K ﹤0.01% 310
2025
Q2
$89.8K Sell
2,075
-59
-3% -$2.56K 0.01% 255
2025
Q1
$96.8K Sell
2,134
-405
-16% -$16.9K 0.01% 247
2024
Q4
$102K Buy
2,539
+215
+9% +$9.07K 0.01% 253
2024
Q3
$104K Sell
2,324
-232
-9% -$9.68K 0.01% 279
2024
Q2
$105K Buy
2,556
+794
+45% +$32K 0.01% 238
2024
Q1
$74K Sell
1,762
-3,037
-63% -$122K 0.01% 284
2023
Q4
$181K Sell
4,799
-409
-8% -$14.5K 0.02% 180
2023
Q3
$169K Sell
5,208
-333
-6% -$11.3K 0.02% 163
2023
Q2
$206K Buy
5,541
+46
+0.8% +$1.7K 0.02% 149
2023
Q1
$214K Buy
5,495
+45
+0.8% +$1.77K 0.03% 141
2022
Q4
$215K Sell
5,450
-2,054
-27% -$77.4K 0.03% 146
2022
Q3
$285K Sell
7,504
-5
-0.1% -$223 0.05% 117
2022
Q2
$381K Sell
7,509
-829
-10% -$41.9K 0.06% 94
2022
Q1
$425K Buy
8,338
+734
+10% +$38.9K 0.08% 100
2021
Q4
$395K Sell
7,604
-1,622
-18% -$84.6K 0.06% 109
2021
Q3
$498K Buy
9,226
+932
+11% +$51.6K 0.11% 85
2021
Q2
$465K Buy
8,294
+856
+12% +$49.1K 0.11% 85
2021
Q1
$433K Sell
7,438
-5,590
-43% -$315K 0.12% 86
2020
Q4
$765K Buy
13,028
+7,625
+141% +$453K 0.24% 56
2020
Q3
$321K Sell
5,403
-113
-2% -$6.57K 0.11% 103
2020
Q2
$304K Sell
5,516
-3,073
-36% -$173K 0.12% 97
2020
Q1
$461K Sell
8,589
-546
-6% -$31.2K 0.21% 68
2019
Q4
$561K Buy
9,135
+636
+7% +$38.4K 0.2% 78
2019
Q3
$513K Sell
8,499
-1,043
-11% -$60.1K 0.15% 85
2019
Q2
$545K Buy
9,542
+866
+10% +$49.9K 0.17% 79
2019
Q1
$513K Buy
8,676
+2,151
+33% +$122K 0.16% 79
2018
Q4
$367K Buy
6,525
+641
+11% +$36.4K 0.13% 94
2018
Q3
$314K Sell
5,884
-1,089
-16% -$57.6K 0.1% 110
2018
Q2
$351K Sell
6,973
-1,242
-15% -$60.1K 0.18% 95
2018
Q1
$393K Sell
8,215
-5,949
-42% -$299K 0.21% 85
2017
Q4
$750K Sell
14,164
-2,453
-15% -$121K 0.42% 51
2017
Q3
$822K Sell
16,617
-5,005
-23% -$235K 0.49% 44
2017
Q2
$966K Sell
21,622
-2,115
-9% -$98.5K 0.6% 36
2017
Q1
$1.16M Sell
23,737
-4,605
-16% -$231K 0.7% 26
2016
Q4
$1.51M Buy
28,342
+770
+3% +$38.5K 0.94% 19
2016
Q3
$1.43M Buy
27,572
+3,659
+15% +$196K 0.97% 18
2016
Q2
$1.33M Buy
23,913
+180
+0.8% +$9.34K 0.97% 21
2016
Q1
$1.28M Buy
23,733
+238
+1% +$11.9K 0.99% 19
2015
Q4
$1.09M Sell
23,495
-412
-2% -$18.7K 0.81% 27
2015
Q3
$1.04M Buy
23,907
+190
+0.8% +$8.77K 0.82% 30
2015
Q2
$1.1M Buy
23,717
+294
+1% +$14.4K 0.79% 26
2015
Q1
$1.14M Buy
23,423
+1,075
+5% +$51.9K 0.79% 26
2014
Q4
$1.04M Buy
22,348
+2,517
+13% +$123K 0.77% 28
2014
Q3
$991K Buy
19,831
+1,050
+6% +$52.2K 0.87% 28
2014
Q2
$919K Buy
18,781
+5,080
+37% +$246K 0.82% 27
2014
Q1
$652K Sell
13,701
-804
-6% -$38K 0.71% 34
2013
Q4
$713K Buy
14,505
+384
+3% +$18.9K 0.4% 36
2013
Q3
$659K Sell
14,121
-294
-2% -$14.4K 0.4% 36
2013
Q2
$726K Buy
+14,415
New +$736K 0.54% 28

Other funds holding VZ

Plante Moran Financial Advisors's VZ Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its Verizon (VZ) stake by 1.9% in Q1 2026, selling an estimated $1.3K and leaving 1,422 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Plante Moran Financial Advisors first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.51M in Q4 2016. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Plante Moran Financial Advisors held 1,422 shares of Verizon worth $71.4K as of Q1 2026.
  • Plante Moran Financial Advisors sold 28 Verizon shares in Q1 2026, an estimated $1.3K.
  • Verizon made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #272 holding.
  • Plante Moran Financial Advisors first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Verizon position peaked at $1.51M in Q4 2016.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.