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Retirement Wealth Solutions’s Verizon VZ Stock Holding History

Retirement Wealth Solutions’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 		$109K Buy
2,385
+2,094
+720% +$98.5K 0.06% 74
2026
Q2 		$12.3K Sell
291
-84
-22% -$3.94K 0.01% 206
2026
Q1 		$18.8K Sell
375
-557
-60% -$25.8K 0.01% 157
2025
Q4 		$38K Sell
932
-92
-9% -$3.73K 0.02% 109
2025
Q3 		$45K Sell
1,024
-229
-18% -$9.91K 0.03% 103
2025
Q2 		$54.2K Buy
1,253
+9
+0.7% +$390 0.04% 87
2025
Q1 		$56.4K Buy
1,244
+10
+0.8% +$416 0.05% 73
2024
Q4 		$46.7K Buy
+1,234
New +$52.1K 0.04% 87

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Retirement Wealth Solutions's VZ Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Verizon (VZ) stake by 720% in Q3 2026, buying an estimated $98.5K and bringing the position to 2,385 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #74.

Retirement Wealth Solutions first reported a position in VZ in Q4 2024 and has held it in 8 quarters since. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Retirement Wealth Solutions held 2,385 shares of Verizon worth $109K as of Q3 2026.
  • Retirement Wealth Solutions bought 2,094 Verizon shares in Q3 2026, an estimated $98.5K.
  • Verizon made up 0.06% of Retirement Wealth Solutions's portfolio in Q3 2026, its #74 holding.
  • Retirement Wealth Solutions first reported a position in Verizon in Q4 2024 and has held it in 8 quarters since.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.