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Ruedi Wealth Management’s Verizon VZ Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-202
Closed -$9.17K – 323
2025
Q1 		$9.17K Buy
202
+1
+0.5% +$42 ﹤0.01% 173
2024
Q4 		$8.04K Buy
201
+1
+0.5% +$42 ﹤0.01% 182
2024
Q3 		$8.98K Sell
200
-19
-9% -$793 ﹤0.01% 179
2024
Q2 		$9.03K Buy
219
+21
+11% +$846 ﹤0.01% 192
2024
Q1 		$8.31K Buy
198
+137
+225% +$5.53K ﹤0.01% 173
2023
Q4 		$2.3K Sell
61
-66
-52% -$2.33K ﹤0.01% 206
2023
Q3 		$4.12K Hold
127
– – ﹤0.01% 162
2023
Q2 		$4.72K Hold
127
– – ﹤0.01% 165
2023
Q1 		$4.94K Sell
127
-121
-49% -$4.77K ﹤0.01% 192
2022
Q4 		$9.77K Buy
+248
New +$9.34K 0.01% 141

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ruedi Wealth Management's VZ Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Verizon (VZ) in Q2 2025, closing a stake of 202 shares — an estimated $9.17K sold.

Ruedi Wealth Management first reported a position in VZ in Q4 2022 and held it in 10 quarters. The position peaked at $9.77K in Q4 2022. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 202 Verizon shares in Q2 2025, an estimated $9.17K.
  • Ruedi Wealth Management first reported a position in Verizon in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Verizon position peaked at $9.77K in Q4 2022.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.