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Spurstone Advisory Services’s Verizon VZ Stock Holding History

Spurstone Advisory Services’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
Q4 		– Sell
-161
Closed -$7.08K – 116
2025
Q3 		$7.08K Hold
161
– – 0.1% 56
2025
Q2 		$6.97K Hold
161
– – 0.11% 76
2025
Q1 		$7.3K Hold
161
– – 0.14% 49
2024
Q4 		$6.44K Buy
+161
New +$6.79K 0.12% 43

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Spurstone Advisory Services's VZ Position: Q4 2025 in Review

Spurstone Advisory Services sold out of Verizon (VZ) in Q4 2025, closing a stake of 161 shares — an estimated $7.08K sold.

Spurstone Advisory Services first reported a position in VZ in Q4 2024 and held it in 4 quarters. The position peaked at $7.3K in Q1 2025. 3,102 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • Spurstone Advisory Services reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
  • Spurstone Advisory Services sold 161 Verizon shares in Q4 2025, an estimated $7.08K.
  • Spurstone Advisory Services first reported a position in Verizon in Q4 2024 and held it in 4 quarters.
  • Spurstone Advisory Services's Verizon position peaked at $7.3K in Q1 2025.
  • 3,102 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Spurstone Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.