Private Advisory Group
VZ icon

Private Advisory Group’s Verizon VZ Stock Holding History

Private Advisory Group’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 		$556K Sell
12,130
-196,275
-94% -$9.23M 0.03% 233
2026
Q2 		$8.82M Buy
208,405
+16,744
+9% +$785K 0.48% 64
2026
Q1 		$9.6M Sell
191,661
-63,576
-25% -$2.95M 0.63% 54
2025
Q4 		$10.4M Buy
255,237
+41,433
+19% +$1.68M 0.81% 42
2025
Q3 		$9.4M Buy
+213,804
New +$9.26M 0.77% 46
2024
Q3 		– Sell
-140,896
Closed -$5.81M – 222
2024
Q2 		$5.81M Buy
140,896
+16,379
+13% +$660K 0.76% 31
2024
Q1 		$5.22M Buy
124,517
+80,694
+184% +$3.25M 0.75% 43
2023
Q4 		$1.65M Sell
43,823
-4,839
-10% -$171K 0.29% 80
2023
Q3 		$1.58M Buy
48,662
+2,045
+4% +$69.1K 0.31% 81
2023
Q2 		$1.73M Sell
46,617
-58,287
-56% -$2.16M 0.34% 74
2023
Q1 		$4.08M Buy
104,904
+51,080
+95% +$2.01M 0.87% 31
2022
Q4 		$2.12M Buy
53,824
+24,772
+85% +$933K 0.46% 59
2022
Q3 		$1.1M Sell
29,052
-36,578
-56% -$1.63M 0.25% 89
2022
Q2 		$3.33M Sell
65,630
-48,575
-43% -$2.46M 0.75% 41
2022
Q1 		$5.82M Buy
114,205
+3,594
+3% +$190K 1.14% 28
2021
Q4 		$5.75M Sell
110,611
-358
-0.3% -$18.7K 1.08% 28
2021
Q3 		$5.99M Sell
110,969
-14,018
-11% -$775K 1.46% 23
2021
Q2 		$7M Buy
124,987
+3,969
+3% +$228K 1.76% 19
2021
Q1 		$7.04M Buy
121,018
+5,700
+5% +$322K 2.02% 16
2020
Q4 		$6.78M Buy
115,318
+16,671
+17% +$990K 2.24% 12
2020
Q3 		$5.87M Buy
98,647
+11,993
+14% +$697K 2.36% 13
2020
Q2 		$4.78M Buy
+86,654
New +$4.87M 1.96% 14
2018
Q1 		– Sell
-20,145
Closed -$1.07M – 139
2017
Q4 		$1.07M Sell
20,145
-10,653
-35% -$524K 0.57% 47
2017
Q3 		$1.52M Sell
30,798
-4,538
-13% -$214K 0.9% 38
2017
Q2 		$1.58M Sell
35,336
-2,124
-6% -$98.9K 0.94% 39
2017
Q1 		$1.83M Buy
37,460
+15,663
+72% +$786K 1.23% 22
2016
Q4 		$1.16M Buy
+21,797
New +$1.09M 0.8% 39

Other funds holding VZ

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Private Advisory Group's VZ Position: Q3 2026 in Review

Private Advisory Group reduced its Verizon (VZ) stake by 94% in Q3 2026, selling an estimated $9.23M and leaving 12,130 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #233.

Private Advisory Group first reported a position in VZ in Q4 2016 and has held it in 27 quarters since. The position peaked at $10.4M in Q4 2025. 2,611 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Private Advisory Group held 12,130 shares of Verizon worth $556K as of Q3 2026.
  • Private Advisory Group sold 196,275 Verizon shares in Q3 2026, an estimated $9.23M.
  • Verizon made up 0.03% of Private Advisory Group's portfolio in Q3 2026, its #233 holding.
  • Private Advisory Group first reported a position in Verizon in Q4 2016 and has held it in 27 quarters since.
  • Private Advisory Group's Verizon position peaked at $10.4M in Q4 2025.
  • 2,611 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.