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SS&H Financial Advisors’s Verizon VZ Stock Holding History

SS&H Financial Advisors’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 		$2.45M Sell
60,073
-3,052
-5% -$124K 0.71% 38
2025
Q3 		$2.77M Buy
63,125
+100
+0.2% +$4.33K 0.84% 31
2025
Q2 		$2.73M Buy
63,025
+1,606
+3% +$69.5K 0.91% 29
2025
Q1 		$2.79M Sell
61,419
-987
-2% -$41.1K 1.04% 30
2024
Q4 		$2.5M Sell
62,406
-78
-0.1% -$3.29K 0.91% 31
2024
Q3 		$2.81M Sell
62,484
-2,598
-4% -$108K 1.02% 25
2024
Q2 		$2.68M Sell
65,082
-644
-1% -$26K 1.05% 24
2024
Q1 		$2.76M Sell
65,726
-2,168
-3% -$87.4K 1.15% 22
2023
Q4 		$2.56M Buy
67,894
+285
+0.4% +$10.1K 1.09% 25
2023
Q3 		$2.19M Buy
+67,609
New +$2.28M 1.03% 26
2023
Q1 		$2.13M Sell
54,705
-16
-0% -$631 0.97% 29
2022
Q4 		$2.16M Sell
54,721
-9,277
-14% -$350K 1.03% 27
2022
Q3 		$2.43M Sell
63,998
-996
-2% -$44.4K 1.26% 24
2022
Q2 		$3.3M Sell
64,994
-1,797
-3% -$90.9K 1.52% 20
2022
Q1 		$3.4M Buy
+66,791
New +$3.54M 1.33% 20

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

SS&H Financial Advisors's VZ Position: Q4 2025 in Review

SS&H Financial Advisors reduced its Verizon (VZ) stake by 4.8% in Q4 2025, selling an estimated $124K and leaving 60,073 shares worth $2.45M. The position accounts for 0.71% of the portfolio, ranked #38.

SS&H Financial Advisors first reported a position in VZ in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.4M in Q1 2022. 3,101 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • SS&H Financial Advisors held 60,073 shares of Verizon worth $2.45M as of Q4 2025.
  • SS&H Financial Advisors sold 3,052 Verizon shares in Q4 2025, an estimated $124K.
  • Verizon made up 0.71% of SS&H Financial Advisors's portfolio in Q4 2025, its #38 holding.
  • SS&H Financial Advisors first reported a position in Verizon in Q1 2022 and has held it in 15 quarters since.
  • SS&H Financial Advisors's Verizon position peaked at $3.4M in Q1 2022.
  • 3,101 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.