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Stonegate Investment Group’s Verizon VZ Stock Holding History

Stonegate Investment 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
2025
Q3 		$6.89M Buy
156,693
+5,836
+4% +$253K 0.16% 67
2025
Q2 		$6.53M Buy
150,857
+6,607
+5% +$286K 0.16% 66
2025
Q1 		$6.54M Buy
144,250
+15,417
+12% +$642K 0.17% 59
2024
Q4 		$5.15M Sell
128,833
-5,028
-4% -$212K 0.14% 72
2024
Q3 		$6.01M Buy
133,861
+8,018
+6% +$335K 0.16% 65
2024
Q2 		$5.19M Buy
125,843
+8,420
+7% +$339K 0.15% 68
2024
Q1 		$4.93M Buy
117,423
+5,633
+5% +$227K 0.15% 70
2023
Q4 		$4.21M Sell
111,790
-4,951
-4% -$175K 0.14% 71
2023
Q3 		$3.78M Sell
116,741
-11,745
-9% -$397K 0.14% 73
2023
Q2 		$4.78M Sell
128,486
-926
-0.7% -$34.3K 0.17% 68
2023
Q1 		$5.03M Sell
129,412
-43,303
-25% -$1.71M 0.19% 65
2022
Q4 		$6.8M Sell
172,715
-26,630
-13% -$1M 0.29% 55
2022
Q3 		$7.57M Sell
199,345
-6,603
-3% -$294K 0.35% 50
2022
Q2 		$10.5M Buy
205,948
+18,117
+10% +$916K 0.46% 44
2022
Q1 		$9.57M Buy
187,831
+11,834
+7% +$627K 0.31% 45
2021
Q4 		$9.14M Buy
+175,997
New +$9.18M 0.38% 47

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

Stonegate Investment Group's VZ Position: Q3 2025 in Review

Stonegate Investment Group increased its Verizon (VZ) stake by 3.9% in Q3 2025, buying an estimated $253K and bringing the position to 156,693 shares worth $6.89M. The position accounts for 0.16% of the portfolio, ranked #67.

Stonegate Investment Group first reported a position in VZ in Q4 2021 and has held it in 16 quarters since. The position peaked at $10.5M in Q2 2022. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Stonegate Investment Group held 156,693 shares of Verizon worth $6.89M as of Q3 2025.
  • Stonegate Investment Group bought 5,836 Verizon shares in Q3 2025, an estimated $253K.
  • Verizon made up 0.16% of Stonegate Investment Group's portfolio in Q3 2025, its #67 holding.
  • Stonegate Investment Group first reported a position in Verizon in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Verizon position peaked at $10.5M in Q2 2022.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.