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Redwood Wealth Management Group’s Verizon VZ Stock Holding History

Redwood Wealth Management 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
Q1 		$826K Sell
16,451
-453
-3% -$21K 0.36% 62
2025
Q4 		$689K Sell
16,904
-8,032
-32% -$326K 0.29% 74
2025
Q3 		$1.1M Sell
24,936
-4,098
-14% -$177K 0.46% 51
2025
Q2 		$1.26M Sell
29,034
-2,021
-7% -$87.5K 0.56% 45
2025
Q1 		$1.41M Sell
31,055
-3,713
-11% -$155K 0.72% 39
2024
Q4 		$1.39M Sell
34,768
-1,607
-4% -$67.8K 0.68% 39
2024
Q3 		$1.63M Sell
36,375
-500
-1% -$20.9K 0.81% 36
2024
Q2 		$1.52M Sell
36,875
-760
-2% -$30.6K 1.15% 22
2024
Q1 		$1.58M Sell
37,635
-1,893
-5% -$76.4K 1.67% 18
2023
Q4 		$1.49M Sell
39,528
-1,791
-4% -$63.4K 1.65% 18
2023
Q3 		$1.34M Sell
41,319
-489
-1% -$16.5K 1.57% 18
2023
Q2 		$1.55M Buy
41,808
+68
+0.2% +$2.52K 1.72% 14
2023
Q1 		$1.62M Buy
41,740
+998
+2% +$39.4K 1.84% 14
2022
Q4 		$1.61M Buy
+40,742
New +$1.54M 2% 12

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Redwood Wealth Management Group's VZ Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its Verizon (VZ) stake by 2.7% in Q1 2026, selling an estimated $21K and leaving 16,451 shares worth $826K. The position accounts for 0.36% of the portfolio, ranked #62.

Redwood Wealth Management Group first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.63M in Q3 2024. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Redwood Wealth Management Group held 16,451 shares of Verizon worth $826K as of Q1 2026.
  • Redwood Wealth Management Group sold 453 Verizon shares in Q1 2026, an estimated $21K.
  • Verizon made up 0.36% of Redwood Wealth Management Group's portfolio in Q1 2026, its #62 holding.
  • Redwood Wealth Management Group first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's Verizon position peaked at $1.63M in Q3 2024.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.