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Stiles Financial Services’s Verizon VZ Stock Holding History

Stiles Financial 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
Q3 		– Sell
-4,655
Closed -$201K – 181
2025
Q2 		$201K Sell
4,655
-142
-3% -$6.15K 0.07% 174
2025
Q1 		$218K Buy
+4,797
New +$200K 0.08% 166
2024
Q4 		– Sell
-4,682
Closed -$210K – 194
2024
Q3 		$210K Sell
4,682
-1,515
-24% -$63.2K 0.07% 177
2024
Q2 		$256K Sell
6,197
-525
-8% -$21.2K 0.1% 158
2024
Q1 		$257K Sell
6,722
-1,644
-20% -$66.3K 0.1% 161
2023
Q4 		$315K Sell
8,366
-3,518
-30% -$124K 0.14% 128
2023
Q3 		$385K Sell
11,884
-3,412
-22% -$115K 0.2% 113
2023
Q2 		$569K Sell
15,296
-1,318
-8% -$48.8K 0.28% 96
2023
Q1 		$646K Sell
16,614
-492
-3% -$19.4K 0.35% 86
2022
Q4 		$674K Sell
17,106
-1
-0% -$38 0.39% 75
2022
Q3 		$650K Sell
17,107
-20
-0.1% -$891 0.39% 71
2022
Q2 		$869K Buy
17,127
+134
+0.8% +$6.78K 0.52% 60
2022
Q1 		$866K Buy
16,993
+2,288
+16% +$121K 0.43% 66
2021
Q4 		$764K Buy
+14,705
New +$767K 0.37% 79

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stiles Financial Services's VZ Position: Q3 2025 in Review

Stiles Financial Services sold out of Verizon (VZ) in Q3 2025, closing a stake of 4,655 shares — an estimated $201K sold.

Stiles Financial Services first reported a position in VZ in Q4 2021 and held it in 14 quarters. The position peaked at $869K in Q2 2022. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Stiles Financial Services reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • Stiles Financial Services sold 4,655 Verizon shares in Q3 2025, an estimated $201K.
  • Stiles Financial Services first reported a position in Verizon in Q4 2021 and held it in 14 quarters.
  • Stiles Financial Services's Verizon position peaked at $869K in Q2 2022.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Stiles Financial Services's 13F filing for Q3 2025, filed 30 Oct 2025.