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Root Financial Partners’s Verizon VZ Stock Holding History

Root Financial Partners’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 		$494K Buy
9,836
+1,543
+19% +$71.5K 0.02% 163
2025
Q4 		$338K Sell
8,293
-3,512
-30% -$142K 0.02% 213
2025
Q3 		$519K Sell
11,805
-1,789
-13% -$77.4K 0.03% 139
2025
Q2 		$588K Buy
13,594
+4,748
+54% +$206K 0.06% 109
2025
Q1 		$401K Buy
8,846
+1,072
+14% +$44.6K 0.04% 131
2024
Q4 		$311K Buy
+7,774
New +$328K 0.04% 152

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

Root Financial Partners's VZ Position: Q1 2026 in Review

Root Financial Partners increased its Verizon (VZ) stake by 19% in Q1 2026, buying an estimated $71.5K and bringing the position to 9,836 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #163.

Root Financial Partners first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $588K in Q2 2025. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Root Financial Partners held 9,836 shares of Verizon worth $494K as of Q1 2026.
  • Root Financial Partners bought 1,543 Verizon shares in Q1 2026, an estimated $71.5K.
  • Verizon made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #163 holding.
  • Root Financial Partners first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • Root Financial Partners's Verizon position peaked at $588K in Q2 2025.
  • 3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.