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Ridgewood Investments’s Verizon VZ Stock Holding History

Ridgewood Investments’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
2025
Q3 		– Sell
-6,233
Closed -$270K – 691
2025
Q2 		$270K Sell
6,233
-18,132
-74% -$785K 0.12% 173
2025
Q1 		$969K Buy
24,365
+2,570
+12% +$107K 0.45% 65
2024
Q4 		$872K Sell
21,795
-2,265
-9% -$95.5K 0.42% 77
2024
Q3 		$1.08M Sell
24,060
-2,182
-8% -$91.1K 0.54% 60
2024
Q2 		$1.08M Sell
26,242
-500
-2% -$20.2K 0.54% 50
2024
Q1 		$1.12M Buy
26,742
+4
+0% +$161 0.59% 53
2023
Q4 		$1.01M Sell
26,738
-1,658
-6% -$58.7K 0.6% 52
2023
Q3 		$920K Sell
28,396
-3,000
-10% -$101K 0.6% 50
2023
Q2 		$1.17M Hold
31,396
– – 0.66% 40
2023
Q1 		$1.22M Sell
31,396
-600
-2% -$23.7K 0.75% 29
2022
Q4 		$1.26M Buy
31,996
+4,039
+14% +$152K 0.9% 24
2022
Q3 		$1.06M Buy
27,957
+3,135
+13% +$140K 0.88% 25
2022
Q2 		$1.26M Buy
24,822
+647
+3% +$32.7K 0.99% 17
2022
Q1 		$1.23M Buy
24,175
+1,048
+5% +$55.5K 0.81% 25
2021
Q4 		$1.2M Buy
23,127
+1,879
+9% +$98K 0.76% 32
2021
Q3 		$1.15M Buy
21,248
+1,105
+5% +$61.1K 0.78% 35
2021
Q2 		$1.13M Buy
20,143
+4,802
+31% +$276K 0.72% 39
2021
Q1 		$892K Buy
15,341
+6,634
+76% +$374K 0.55% 61
2020
Q4 		$518K Hold
8,707
– – 0.41% 81
2020
Q3 		$518K Sell
8,707
-227
-3% -$13.2K 0.41% 82
2020
Q2 		$493K Buy
+8,934
New +$503K 0.41% 90

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ridgewood Investments's VZ Position: Q3 2025 in Review

Ridgewood Investments sold out of Verizon (VZ) in Q3 2025, closing a stake of 6,233 shares — an estimated $270K sold.

Ridgewood Investments first reported a position in VZ in Q2 2020 and held it in 21 quarters. The position peaked at $1.26M in Q4 2022. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Ridgewood Investments reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 6,233 Verizon shares in Q3 2025, an estimated $270K.
  • Ridgewood Investments first reported a position in Verizon in Q2 2020 and held it in 21 quarters.
  • Ridgewood Investments's Verizon position peaked at $1.26M in Q4 2022.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.