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Sound View Wealth Advisors Group’s Verizon VZ Stock Holding History

Sound View Wealth Advisors Group’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 		$2.29M Sell
45,568
-285
-0.6% -$13.2K 0.16% 121
2025
Q4 		$1.87M Sell
45,853
-4,452
-9% -$181K 0.13% 131
2025
Q3 		$2.21M Sell
50,305
-4,575
-8% -$198K 0.15% 127
2025
Q2 		$2.37M Buy
54,880
+887
+2% +$38.4K 0.18% 116
2025
Q1 		$2.45M Sell
53,993
-3,715
-6% -$155K 0.2% 104
2024
Q4 		$2.31M Sell
57,708
-11,940
-17% -$504K 0.19% 111
2024
Q3 		$3.13M Buy
69,648
+3,273
+5% +$137K 0.26% 88
2024
Q2 		$2.74M Sell
66,375
-7,210
-10% -$291K 0.28% 76
2024
Q1 		$3.09M Sell
73,585
-4,305
-6% -$174K 0.33% 66
2023
Q4 		$2.94M Sell
77,890
-1,407
-2% -$49.8K 0.32% 78
2023
Q3 		$2.57M Sell
79,297
-12,933
-14% -$437K 0.32% 72
2023
Q2 		$3.43M Sell
92,230
-3,936
-4% -$146K 0.45% 57
2023
Q1 		$3.74M Buy
96,166
+18,276
+23% +$721K 0.51% 51
2022
Q4 		$2.94M Sell
77,890
-21,786
-22% -$821K 0.32% 78
2022
Q3 		$3.79M Sell
99,676
-1,416
-1% -$63.1K 0.85% 36
2022
Q2 		$5.13M Sell
101,092
-2,779
-3% -$141K 1.07% 28
2022
Q1 		$5.29M Sell
103,871
-171
-0.2% -$9.06K 1.01% 27
2021
Q4 		$5.41M Sell
104,042
-1,309
-1% -$68.3K 1.02% 27
2021
Q3 		$5.69M Sell
105,351
-10,165
-9% -$562K 1.19% 20
2021
Q2 		$6.47M Sell
115,516
-7,020
-6% -$403K 1.36% 17
2021
Q1 		$7.13M Sell
122,536
-2,522
-2% -$142K 1.66% 14
2020
Q4 		$7.35M Sell
125,058
-2,787
-2% -$166K 1.8% 11
2020
Q3 		$7.61M Sell
127,845
-3,606
-3% -$210K 2% 10
2020
Q2 		$7.25M Sell
131,451
-35
-0% -$1.97K 2.04% 6
2020
Q1 		$7.07M Buy
131,486
+4,104
+3% +$235K 2.44% 5
2019
Q4 		$7.82M Sell
127,382
-3,132
-2% -$189K 2.21% 3
2019
Q3 		$7.88M Sell
130,514
-2,327
-2% -$134K 2.35% 3
2019
Q2 		$7.59M Buy
+132,841
New +$7.65M 2.24% 4

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

Sound View Wealth Advisors Group's VZ Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Verizon (VZ) stake by 0.62% in Q1 2026, selling an estimated $13.2K and leaving 45,568 shares worth $2.29M. The position accounts for 0.16% of the portfolio, ranked #121.

Sound View Wealth Advisors Group first reported a position in VZ in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.88M in Q3 2019. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Sound View Wealth Advisors Group held 45,568 shares of Verizon worth $2.29M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 285 Verizon shares in Q1 2026, an estimated $13.2K.
  • Verizon made up 0.16% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #121 holding.
  • Sound View Wealth Advisors Group first reported a position in Verizon in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Verizon position peaked at $7.88M in Q3 2019.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.