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Sheaff Brock Investment Advisors’s Verizon VZ Stock Holding History

Sheaff Brock 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
2024
Q2 		– Hold
0
– -$210K – 521
2024
Q1 		– Hold
0
– – – 434

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sheaff Brock Investment Advisors's VZ Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Verizon (VZ) stake by 0.2% in Q1 2025, selling an estimated $4.54K and leaving 54,829 shares worth $2.49M. The position accounts for 0.23% of the portfolio, ranked #85.

Sheaff Brock Investment Advisors first reported a position in VZ in Q4 2015 and has held it in 38 quarters since. The position peaked at $14.4M in Q1 2016. 3,052 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Sheaff Brock Investment Advisors held 54,829 shares of Verizon worth $2.49M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 109 Verizon shares in Q1 2025, an estimated $4.54K.
  • Verizon made up 0.23% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #85 holding.
  • Sheaff Brock Investment Advisors first reported a position in Verizon in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Verizon position peaked at $14.4M in Q1 2016.
  • 3,052 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.