Straight Path Wealth Management
VZ icon

Straight Path Wealth Management’s Verizon VZ Stock Holding History

Straight Path Wealth Management’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
2026
Q3 		– Sell
-6,331
Closed -$268K – 160
2026
Q2 		$268K Buy
6,331
+282
+5% +$13.2K 0.06% 110
2026
Q1 		$304K Buy
6,049
+966
+19% +$44.8K 0.08% 93
2025
Q4 		$207K Hold
5,083
– – 0.06% 121
2025
Q3 		$223K Hold
5,083
– – 0.06% 129
2025
Q2 		$220K Buy
+5,083
New +$220K 0.07% 105

Other funds holding VZ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Straight Path Wealth Management's VZ Position: Q3 2026 in Review

Straight Path Wealth Management sold out of Verizon (VZ) in Q3 2026, closing a stake of 6,331 shares — an estimated $268K sold.

Straight Path Wealth Management first reported a position in VZ in Q2 2025 and held it in 5 quarters. The position peaked at $304K in Q1 2026. 1,002 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Straight Path Wealth Management reported no remaining Verizon position as of Q3 2026 after selling out during the quarter.
  • Straight Path Wealth Management sold 6,331 Verizon shares in Q3 2026, an estimated $268K.
  • Straight Path Wealth Management first reported a position in Verizon in Q2 2025 and held it in 5 quarters.
  • Straight Path Wealth Management's Verizon position peaked at $304K in Q1 2026.
  • 1,002 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.