Principia Wealth Advisory’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$155K Buy
3,815
+2,501
+190% +$101K 0.1% 82
2025
Q3
$57.8K Buy
1,314
+26
+2% +$1.13K 0.04% 112
2025
Q2
$55.7K Buy
1,288
+43
+3% +$1.86K 0.05% 108
2025
Q1
$53.4K Buy
1,245
+52
+4% +$2.17K 0.05% 84
2024
Q4
$47.7K Buy
+1,193
New +$50.3K 0.04% 82

Other funds holding VZ

Principia Wealth Advisory's VZ Position: Q4 2025 in Review

Principia Wealth Advisory increased its Verizon (VZ) stake by 190% in Q4 2025, buying an estimated $101K and bringing the position to 3,815 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #82.

Principia Wealth Advisory first reported a position in VZ in Q4 2024 and has held it in 5 quarters since. 3,109 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • Principia Wealth Advisory held 3,815 shares of Verizon worth $155K as of Q4 2025.
  • Principia Wealth Advisory bought 2,501 Verizon shares in Q4 2025, an estimated $101K.
  • Verizon made up 0.1% of Principia Wealth Advisory's portfolio in Q4 2025, its #82 holding.
  • Principia Wealth Advisory first reported a position in Verizon in Q4 2024 and has held it in 5 quarters since.
  • 3,109 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.