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Schechter Investment Advisors’s Verizon VZ Stock Holding History

Schechter Investment Advisors’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
Q1 		$675K Buy
14,879
+2,107
+16% +$87.7K 0.06% 301
2024
Q4 		$511K Sell
12,772
-1,690
-12% -$71.3K 0.04% 381
2024
Q3 		$649K Buy
14,462
+2,931
+25% +$122K 0.05% 344
2024
Q2 		$476K Buy
11,531
+3,944
+52% +$159K 0.04% 380
2024
Q1 		$318K Buy
+7,587
New +$306K 0.02% 484
2023
Q3 		– Sell
-11,503
Closed -$428K – 676
2023
Q2 		$428K Sell
11,503
-5,447
-32% -$202K 0.04% 412
2023
Q1 		$659K Sell
16,950
-3,120
-16% -$123K 0.06% 349
2022
Q4 		$791K Sell
20,070
-794
-4% -$29.9K 0.07% 366
2022
Q3 		$792K Sell
20,864
-10,063
-33% -$448K 0.08% 357
2022
Q2 		$1.57M Buy
30,927
+13,404
+76% +$678K 0.15% 141
2022
Q1 		$893K Sell
17,523
-2,494
-12% -$132K 0.08% 345
2021
Q4 		$1.04M Buy
+20,017
New +$1.04M 0.09% 290

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's VZ Position: Q1 2025 in Review

Schechter Investment Advisors increased its Verizon (VZ) stake by 16% in Q1 2025, buying an estimated $87.7K and bringing the position to 14,879 shares worth $675K. The position accounts for 0.06% of the portfolio, ranked #301.

Schechter Investment Advisors first reported a position in VZ in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.57M in Q2 2022. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Schechter Investment Advisors held 14,879 shares of Verizon worth $675K as of Q1 2025.
  • Schechter Investment Advisors bought 2,107 Verizon shares in Q1 2025, an estimated $87.7K.
  • Verizon made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #301 holding.
  • Schechter Investment Advisors first reported a position in Verizon in Q4 2021 and has held it in 12 quarters since.
  • Schechter Investment Advisors's Verizon position peaked at $1.57M in Q2 2022.
  • 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.