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Spectrum Wealth Counsel’s Verizon VZ Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$80.7K Buy
1,779
+1,000
+128% +$41.6K 0.01% 156
2024
Q4 		$31.2K Hold
779
– – ﹤0.01% 188
2024
Q3 		$35K Buy
779
+55
+8% +$2.29K ﹤0.01% 194
2024
Q2 		$29.9K Hold
724
– – ﹤0.01% 239
2024
Q1 		$30.4K Hold
724
– – ﹤0.01% 234
2023
Q4 		$27.3K Buy
+724
New +$25.6K ﹤0.01% 217

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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

Spectrum Wealth Counsel's VZ Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Verizon (VZ) stake by 128% in Q1 2025, buying an estimated $41.6K and bringing the position to 1,779 shares worth $80.7K. The position accounts for 0.01% of the portfolio, ranked #156.

Spectrum Wealth Counsel first reported a position in VZ in Q4 2023 and has held it in 6 quarters since. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Spectrum Wealth Counsel held 1,779 shares of Verizon worth $80.7K as of Q1 2025.
  • Spectrum Wealth Counsel bought 1,000 Verizon shares in Q1 2025, an estimated $41.6K.
  • Verizon made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #156 holding.
  • Spectrum Wealth Counsel first reported a position in Verizon in Q4 2023 and has held it in 6 quarters since.
  • 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.