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Sage Private Wealth Group’s Verizon VZ Stock Holding History

Sage Private Wealth 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 		$433K Sell
8,630
-41
-0.5% -$1.9K 0.22% 58
2025
Q4 		$353K Buy
8,671
+93
+1% +$3.77K 0.19% 69
2025
Q3 		$377K Buy
8,578
+329
+4% +$14.2K 0.21% 69
2025
Q2 		$357K Sell
8,249
-669
-8% -$29K 0.23% 65
2025
Q1 		$405K Sell
8,918
-287
-3% -$11.9K 0.31% 51
2024
Q4 		$368K Sell
9,205
-134
-1% -$5.65K 0.28% 53
2024
Q3 		$419K Buy
9,339
+1,374
+17% +$57.3K 0.33% 45
2024
Q2 		$329K Buy
7,965
+1,067
+15% +$43K 0.28% 59
2024
Q1 		$289K Buy
+6,898
New +$278K 0.23% 61
2022
Q4 		– Sell
-4,347
Closed -$165K – 181
2022
Q3 		$165K Sell
4,347
-775
-15% -$34.5K 0.22% 52
2022
Q2 		$260K Buy
5,122
+847
+20% +$42.8K 0.37% 41
2022
Q1 		$218K Buy
4,275
+450
+12% +$23.8K 0.21% 49
2021
Q4 		$198K Buy
3,825
+175
+5% +$9.13K 0.25% 50
2021
Q3 		$197K Buy
3,650
+65
+2% +$3.6K 0.27% 44
2021
Q2 		$201K Buy
3,585
+81
+2% +$4.65K 0.27% 43
2021
Q1 		$204K Sell
3,504
-611
-15% -$34.5K 0.35% 38
2020
Q4 		$242K Buy
+4,115
New +$244K 0.68% 27

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

Sage Private Wealth Group's VZ Position: Q1 2026 in Review

Sage Private Wealth Group reduced its Verizon (VZ) stake by 0.47% in Q1 2026, selling an estimated $1.9K and leaving 8,630 shares worth $433K. The position accounts for 0.22% of the portfolio, ranked #58.

Sage Private Wealth Group first reported a position in VZ in Q4 2020 and has held it in 17 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Sage Private Wealth Group held 8,630 shares of Verizon worth $433K as of Q1 2026.
  • Sage Private Wealth Group sold 41 Verizon shares in Q1 2026, an estimated $1.9K.
  • Verizon made up 0.22% of Sage Private Wealth Group's portfolio in Q1 2026, its #58 holding.
  • Sage Private Wealth Group first reported a position in Verizon in Q4 2020 and has held it in 17 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.