SIAG
VZ icon

Safeguard Investment Advisory Group’s Verizon VZ Stock Holding History

Safeguard Investment Advisory Group’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 		$725K Sell
14,443
-648
-4% -$30K 0.2% 54
2025
Q4 		$615K Buy
15,091
+5,362
+55% +$217K 0.16% 61
2025
Q3 		$428K Buy
9,729
+1,338
+16% +$57.9K 0.11% 87
2025
Q2 		$363K Buy
8,391
+116
+1% +$5.02K 0.09% 96
2025
Q1 		$376K Buy
8,275
+631
+8% +$26.3K 0.1% 83
2024
Q4 		$306K Sell
7,644
-248
-3% -$10.5K 0.08% 84
2024
Q3 		$355K Buy
7,892
+1,389
+21% +$58K 0.1% 75
2024
Q2 		$268K Buy
6,503
+348
+6% +$14K 0.08% 79
2024
Q1 		$258K Sell
6,155
-371
-6% -$15K 0.09% 79
2023
Q4 		$246K Buy
+6,526
New +$231K 0.09% 81
2023
Q3 		– Sell
-5,479
Closed -$204K – 104
2023
Q2 		$204K Buy
5,479
+327
+6% +$12.1K 0.09% 95
2023
Q1 		$200K Buy
+5,152
New +$203K 0.1% 93
2021
Q2 		– Sell
-3,479
Closed -$202K – 87
2021
Q1 		$202K Buy
3,479
+107
+3% +$6.04K 0.18% 73
2020
Q4 		$198K Buy
+3,372
New +$200K 0.18% 74

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

Safeguard Investment Advisory Group's VZ Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Verizon (VZ) stake by 4.3% in Q1 2026, selling an estimated $30K and leaving 14,443 shares worth $725K. The position accounts for 0.2% of the portfolio, ranked #54.

Safeguard Investment Advisory Group first reported a position in VZ in Q4 2020 and has held it in 14 quarters since. 3,263 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Safeguard Investment Advisory Group held 14,443 shares of Verizon worth $725K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 648 Verizon shares in Q1 2026, an estimated $30K.
  • Verizon made up 0.2% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #54 holding.
  • Safeguard Investment Advisory Group first reported a position in Verizon in Q4 2020 and has held it in 14 quarters since.
  • 3,263 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.