Shira Ridge Wealth Management’s Verizon VZ Stock Holding History

Shira Ridge Wealth Management’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 Q3	$216K	Sell	4,704 -132	-3%	-$6.21K	0.08%	79
2026 Q2	$205K	Buy	4,836 +5	+0.1%	+$235	0.07%	81
2026 Q1	$243K	Sell	4,831 -109	-2%	-$5.05K	0.1%	68
2025 Q4	$201K	Buy	4,940 +2	+0%	+$81	0.08%	83
2025 Q3	$217K	Buy	+4,938	New	+$214K	0.09%	84
2025 Q2	–	Sell	-4,532	Closed	-$206K	–	86
2025 Q1	$206K	Buy	+4,532	New	+$189K	0.1%	75

Other funds holding VZ

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Shira Ridge Wealth Management's VZ Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its Verizon (VZ) stake by 2.7% in Q3 2026, selling an estimated $6.21K and leaving 4,704 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #79.

Shira Ridge Wealth Management first reported a position in VZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $243K in Q1 2026. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

Shira Ridge Wealth Management held 4,704 shares of Verizon worth $216K as of Q3 2026.
Shira Ridge Wealth Management sold 132 Verizon shares in Q3 2026, an estimated $6.21K.
Verizon made up 0.08% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #79 holding.
Shira Ridge Wealth Management first reported a position in Verizon in Q1 2025 and has held it in 6 quarters since.
Shira Ridge Wealth Management's Verizon position peaked at $243K in Q1 2026.
167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.