Simplicity Wealth’s Verizon VZ Stock Holding History

Simplicity Wealth’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	$4.15M	Buy	82,617 +9,694	+13%	+$449K	0.24%	98
2025 Q4	$2.97M	Buy	72,923 +6,076	+9%	+$246K	0.18%	127
2025 Q3	$2.94M	Sell	66,847 -28,784	-30%	-$1.25M	0.17%	131
2025 Q2	$4.14M	Buy	95,631 +58,656	+159%	+$2.54M	0.17%	133
2025 Q1	$1.68M	Buy	+36,975	New	+$1.54M	0.13%	177
2024 Q4	–	Sell	-29,454	Closed	-$1.32M	–	518
2024 Q3	$1.32M	Sell	29,454 -94,712	-76%	-$3.95M	0.12%	153
2024 Q2	$5.12M	Sell	124,166 -12,117	-9%	-$488K	0.12%	177
2024 Q1	$5.72M	Buy	136,283 +128,924	+1,752%	+$5.2M	0.14%	154
2023 Q4	$277K	Buy	+7,359	New	+$260K	0.11%	147

Other funds holding VZ

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Simplicity Wealth's VZ Position: Q1 2026 in Review

Simplicity Wealth increased its Verizon (VZ) stake by 13% in Q1 2026, buying an estimated $449K and bringing the position to 82,617 shares worth $4.15M. The position accounts for 0.24% of the portfolio, ranked #98.

Simplicity Wealth first reported a position in VZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.72M in Q1 2024. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Simplicity Wealth held 82,617 shares of Verizon worth $4.15M as of Q1 2026.
Simplicity Wealth bought 9,694 Verizon shares in Q1 2026, an estimated $449K.
Verizon made up 0.24% of Simplicity Wealth's portfolio in Q1 2026, its #98 holding.
Simplicity Wealth first reported a position in Verizon in Q4 2023 and has held it in 9 quarters since.
Simplicity Wealth's Verizon position peaked at $5.72M in Q1 2024.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.