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Retirement Planning Group (New York)’s Verizon VZ Stock Holding History

Retirement Planning Group (New York)’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 		$746K Buy
14,857
+326
+2% +$15.1K 0.48% 39
2025
Q4 		$592K Buy
14,531
+55
+0.4% +$2.23K 0.4% 44
2025
Q3 		$636K Buy
14,476
+1,310
+10% +$56.7K 0.48% 39
2025
Q2 		$570K Buy
13,166
+63
+0.5% +$2.73K 0.5% 38
2025
Q1 		$594K Buy
13,103
+316
+2% +$13.2K 0.6% 34
2024
Q4 		$511K Buy
+12,787
New +$539K 0.56% 34

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

Retirement Planning Group (New York)'s VZ Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Verizon (VZ) stake by 2.2% in Q1 2026, buying an estimated $15.1K and bringing the position to 14,857 shares worth $746K. The position accounts for 0.48% of the portfolio, ranked #39.

Retirement Planning Group (New York) first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Retirement Planning Group (New York) held 14,857 shares of Verizon worth $746K as of Q1 2026.
  • Retirement Planning Group (New York) bought 326 Verizon shares in Q1 2026, an estimated $15.1K.
  • Verizon made up 0.48% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #39 holding.
  • Retirement Planning Group (New York) first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.