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Plotkin Financial Advisors’s Verizon VZ Stock Holding History

Plotkin Financial 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 		$267K Hold
5,315
– – 0.13% 85
2025
Q4 		$216K Hold
5,315
– – 0.11% 95
2025
Q3 		$234K Hold
5,315
– – 0.12% 91
2025
Q2 		$230K Buy
+5,315
New +$230K 0.13% 84

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

Plotkin Financial Advisors's VZ Position: Q1 2026 in Review

Plotkin Financial Advisors held its Verizon (VZ) position steady in Q1 2026 at 5,315 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #85.

Plotkin Financial Advisors first reported a position in VZ in Q2 2025 and has held it in 4 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Plotkin Financial Advisors held 5,315 shares of Verizon worth $267K as of Q1 2026.
  • Plotkin Financial Advisors left its Verizon share count unchanged in Q1 2026.
  • Verizon made up 0.13% of Plotkin Financial Advisors's portfolio in Q1 2026, its #85 holding.
  • Plotkin Financial Advisors first reported a position in Verizon in Q2 2025 and has held it in 4 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.