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Sagespring Wealth Partners’s Verizon VZ Stock Holding History

Sagespring Wealth 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 		$4.77M Buy
95,013
+8,929
+10% +$414K 0.09% 117
2025
Q4 		$3.51M Sell
86,084
-28,714
-25% -$1.16M 0.06% 144
2025
Q3 		$5.05M Buy
114,798
+3,081
+3% +$133K 0.1% 102
2025
Q2 		$4.83M Buy
111,717
+8,571
+8% +$371K 0.1% 104
2025
Q1 		$4.68M Sell
103,146
-2,410
-2% -$100K 0.12% 93
2024
Q4 		$4.22M Buy
+105,556
New +$4.45M 0.11% 89

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

Sagespring Wealth Partners's VZ Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Verizon (VZ) stake by 10% in Q1 2026, buying an estimated $414K and bringing the position to 95,013 shares worth $4.77M. The position accounts for 0.09% of the portfolio, ranked #117.

Sagespring Wealth Partners first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.05M in Q3 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Sagespring Wealth Partners held 95,013 shares of Verizon worth $4.77M as of Q1 2026.
  • Sagespring Wealth Partners bought 8,929 Verizon shares in Q1 2026, an estimated $414K.
  • Verizon made up 0.09% of Sagespring Wealth Partners's portfolio in Q1 2026, its #117 holding.
  • Sagespring Wealth Partners first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Verizon position peaked at $5.05M in Q3 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.