Stonehaven Wealth & Tax Solutions’s Verizon VZ Stock Holding History

Stonehaven Wealth & Tax Solutions’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 Q2	–	Sell	-4,507	Closed	-$204K	–	80
2025 Q1	$204K	Buy	+4,507	New	+$188K	0.22%	67

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's VZ Position: Q2 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Verizon (VZ) in Q2 2025, closing a stake of 4,507 shares — an estimated $204K sold.

Stonehaven Wealth & Tax Solutions first reported a position in VZ in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

Stonehaven Wealth & Tax Solutions reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 4,507 Verizon shares in Q2 2025, an estimated $204K.
Stonehaven Wealth & Tax Solutions first reported a position in Verizon in Q1 2025 and held it in 1 quarter.
Stonehaven Wealth & Tax Solutions's Verizon position peaked at $204K in Q1 2025.
3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.