SageView Advisory Group’s Verizon VZ Stock Holding History

SageView 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
2025 Q4	$1.59M	Sell	38,993 -4,442	-10%	-$180K	0.05%	190
2025 Q3	$1.91M	Buy	43,435 +4,396	+11%	+$190K	0.07%	162
2025 Q2	$1.65M	Buy	39,039 +2,724	+8%	+$118K	0.06%	166
2025 Q1	$1.65M	Buy	36,315 +361	+1%	+$15K	0.07%	144
2024 Q4	$1.44M	Buy	35,954 +1,276	+4%	+$53.8K	0.06%	170
2024 Q3	$1.56M	Sell	34,678 -12,357	-26%	-$516K	0.08%	139
2024 Q2	$1.94M	Buy	+47,035	New	+$1.9M	0.09%	129
2024 Q1	–	Sell	-61,643	Closed	-$2.62M	–	827
2023 Q4	$2.62M	Buy	61,643 +26,997	+78%	+$955K	0.11%	113
2023 Q3	$1.12M	Sell	34,646 -7,195	-17%	-$243K	0.06%	191
2023 Q2	$1.56M	Sell	41,841 -1,058	-2%	-$39.2K	0.09%	151
2023 Q1	$1.67M	Buy	42,899 +23,153	+117%	+$913K	0.11%	128
2022 Q4	$778K	Buy	+19,746	New	+$744K	0.06%	182

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

SageView Advisory Group's VZ Position: Q4 2025 in Review

SageView Advisory Group reduced its Verizon (VZ) stake by 10% in Q4 2025, selling an estimated $180K and leaving 38,993 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #190.

SageView Advisory Group first reported a position in VZ in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.62M in Q4 2023. 3,102 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

SageView Advisory Group held 38,993 shares of Verizon worth $1.59M as of Q4 2025.
SageView Advisory Group sold 4,442 Verizon shares in Q4 2025, an estimated $180K.
Verizon made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #190 holding.
SageView Advisory Group first reported a position in Verizon in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Verizon position peaked at $2.62M in Q4 2023.
3,102 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.