Quantum Financial Advisors
VZ icon

Quantum Financial Advisors’s Verizon VZ Stock Holding History

Quantum 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
Q3 		$553K Buy
12,061
+294
+2% +$13.8K 0.05% 113
2026
Q2 		$498K Sell
11,767
-256
-2% -$12K 0.05% 124
2026
Q1 		$604K Buy
12,023
+464
+4% +$21.5K 0.07% 95
2025
Q4 		$471K Sell
11,559
-442
-4% -$17.9K 0.05% 117
2025
Q3 		$527K Hold
12,001
– – 0.06% 94
2025
Q2 		$519K Buy
12,001
+137
+1% +$5.93K 0.07% 87
2025
Q1 		$538K Sell
11,864
-205
-2% -$8.53K 0.08% 90
2024
Q4 		$483K Sell
12,069
-781
-6% -$32.9K 0.07% 90
2024
Q3 		$577K Sell
12,850
-1,715
-12% -$71.6K 0.09% 88
2024
Q2 		$601K Buy
14,565
+463
+3% +$18.7K 0.11% 79
2024
Q1 		$592K Buy
14,102
+4,296
+44% +$173K 0.11% 79
2023
Q4 		$370K Sell
9,806
-5,238
-35% -$185K 0.09% 66
2023
Q3 		$488K Buy
15,044
+8,569
+132% +$290K 0.14% 54
2023
Q2 		$241K Buy
+6,475
New +$240K 0.07% 82
2023
Q1 		– Sell
-6,028
Closed -$237K – 100
2022
Q4 		$237K Sell
6,028
-271
-4% -$10.2K 0.11% 72
2022
Q3 		$239K Sell
6,299
-40
-0.6% -$1.78K 0.11% 62
2022
Q2 		$284K Buy
+6,339
New +$321K 0.11% 64

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Quantum Financial Advisors's VZ Position: Q3 2026 in Review

Quantum Financial Advisors increased its Verizon (VZ) stake by 2.5% in Q3 2026, buying an estimated $13.8K and bringing the position to 12,061 shares worth $553K. The position accounts for 0.05% of the portfolio, ranked #113.

Quantum Financial Advisors first reported a position in VZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $604K in Q1 2026. 2,230 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Quantum Financial Advisors held 12,061 shares of Verizon worth $553K as of Q3 2026.
  • Quantum Financial Advisors bought 294 Verizon shares in Q3 2026, an estimated $13.8K.
  • Verizon made up 0.05% of Quantum Financial Advisors's portfolio in Q3 2026, its #113 holding.
  • Quantum Financial Advisors first reported a position in Verizon in Q2 2022 and has held it in 17 quarters since.
  • Quantum Financial Advisors's Verizon position peaked at $604K in Q1 2026.
  • 2,230 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.