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Sonoma Private Wealth’s Verizon VZ Stock Holding History

Sonoma Private 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 		$316K Buy
6,297
+41
+0.7% +$1.9K 0.39% 55
2025
Q4 		$255K Sell
6,256
-90
-1% -$3.65K 0.31% 64
2025
Q3 		$279K Buy
+6,346
New +$275K 0.33% 61
2025
Q2 		– Sell
-4,673
Closed -$212K – 76
2025
Q1 		$212K Buy
+4,673
New +$195K 0.29% 69
2023
Q4 		– Sell
-6,401
Closed -$207K – 91
2023
Q3 		$207K Sell
6,401
-31
-0.5% -$1.05K 0.38% 70
2023
Q2 		$239K Buy
6,432
+479
+8% +$17.7K 0.42% 71
2023
Q1 		$232K Buy
+5,953
New +$235K 0.46% 64

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Sonoma Private Wealth's VZ Position: Q1 2026 in Review

Sonoma Private Wealth increased its Verizon (VZ) stake by 0.66% in Q1 2026, buying an estimated $1.9K and bringing the position to 6,297 shares worth $316K. The position accounts for 0.39% of the portfolio, ranked #55.

Sonoma Private Wealth first reported a position in VZ in Q1 2023 and has held it in 7 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Sonoma Private Wealth held 6,297 shares of Verizon worth $316K as of Q1 2026.
  • Sonoma Private Wealth bought 41 Verizon shares in Q1 2026, an estimated $1.9K.
  • Verizon made up 0.39% of Sonoma Private Wealth's portfolio in Q1 2026, its #55 holding.
  • Sonoma Private Wealth first reported a position in Verizon in Q1 2023 and has held it in 7 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.