Prism Planning Partners
VZ icon

Prism Planning Partners’s Verizon VZ Stock Holding History

Prism Planning 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 		$203K Buy
+4,432
New +$209K 0.19% 34
2026
Q2 		– Sell
-4,554
Closed -$229K – 44
2026
Q1 		$229K Sell
4,554
-825
-15% -$38.2K 0.27% 31
2025
Q4 		$219K Buy
+5,379
New +$218K 0.25% 43

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
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
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Prism Planning Partners's VZ Position: Q3 2026 in Review

Prism Planning Partners opened a new position in Verizon (VZ) in Q3 2026: 4,432 shares worth $203K. The stake represents 0.19% of the portfolio and ranks #34 among its holdings. This is a return to the name: Prism Planning Partners previously reported a position in VZ as recently as Q1 2026.

Prism Planning Partners first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $229K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Prism Planning Partners held 4,432 shares of Verizon worth $203K as of Q3 2026.
  • Verizon was a new Prism Planning Partners position in Q3 2026.
  • Verizon made up 0.19% of Prism Planning Partners's portfolio in Q3 2026, its #34 holding.
  • Prism Planning Partners first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Prism Planning Partners's Verizon position peaked at $229K in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.