Precedent Wealth Partners’s Verizon VZ Stock Holding History

Precedent Wealth Partners’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	$2.65M	Buy	57,810 +3,914	+7%	+$184K	0.41%	74
2026 Q2	$2.28M	Buy	53,896 +11,233	+26%	+$527K	0.38%	78
2026 Q1	$2.14M	Buy	42,663 +11,635	+37%	+$539K	0.43%	72
2025 Q4	$1.26M	Sell	31,028 -1,065	-3%	-$43.2K	0.27%	102
2025 Q3	$1.41M	Buy	32,093 +2,559	+9%	+$111K	0.31%	92
2025 Q2	$1.28M	Buy	29,534 +5,602	+23%	+$243K	0.31%	94
2025 Q1	$1.09M	Buy	23,932 +8,144	+52%	+$339K	0.3%	93
2024 Q4	$631K	Sell	15,788 -1,258	-7%	-$53.1K	0.21%	108
2024 Q3	$766K	Buy	17,046 +3,389	+25%	+$141K	0.25%	96
2024 Q2	$563K	Buy	13,657 +2,478	+22%	+$100K	0.23%	96
2024 Q1	$469K	Buy	11,179 +2,082	+23%	+$84K	0.2%	100
2023 Q4	$343K	Buy	+9,097	New	+$322K	0.17%	104

Other funds holding VZ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Precedent Wealth Partners's VZ Position: Q3 2026 in Review

Precedent Wealth Partners increased its Verizon (VZ) stake by 7.3% in Q3 2026, buying an estimated $184K and bringing the position to 57,810 shares worth $2.65M. The position accounts for 0.41% of the portfolio, ranked #74.

Precedent Wealth Partners first reported a position in VZ in Q4 2023 and has held it in 12 quarters since. 2,230 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

Precedent Wealth Partners held 57,810 shares of Verizon worth $2.65M as of Q3 2026.
Precedent Wealth Partners bought 3,914 Verizon shares in Q3 2026, an estimated $184K.
Verizon made up 0.41% of Precedent Wealth Partners's portfolio in Q3 2026, its #74 holding.
Precedent Wealth Partners first reported a position in Verizon in Q4 2023 and has held it in 12 quarters since.
2,230 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

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