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Strategic Family Wealth Counselors’s Verizon VZ Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		$539K Sell
10,733
-1,594
-13% -$73.9K 0.14% 95
2025
Q4 		$482K Sell
12,327
-1,820
-13% -$73.8K 0.11% 122
2025
Q3 		$622K Sell
14,147
-3
-0% -$130 0.16% 88
2025
Q2 		$612K Sell
14,150
-775
-5% -$33.6K 0.17% 81
2025
Q1 		$677K Buy
14,925
+2,400
+19% +$99.9K 0.22% 72
2024
Q4 		$501K Buy
12,525
+134
+1% +$5.65K 0.16% 80
2024
Q3 		$556K Buy
12,391
+1,569
+14% +$65.5K 0.19% 74
2024
Q2 		$446K Sell
10,822
-1,589
-13% -$64K 0.17% 76
2024
Q1 		$521K Sell
12,411
-723
-6% -$29.2K 0.21% 66
2023
Q4 		$495K Sell
13,134
-332
-2% -$11.7K 0.21% 62
2023
Q3 		$436K Sell
13,466
-1,578
-10% -$53.3K 0.21% 60
2023
Q2 		$559K Buy
15,044
+3,176
+27% +$118K 0.26% 52
2023
Q1 		$462K Sell
11,868
-310
-3% -$12.2K 0.22% 56
2022
Q4 		$480K Sell
12,178
-428
-3% -$16.1K 0.24% 60
2022
Q3 		$479K Sell
12,606
-159
-1% -$7.08K 0.24% 52
2022
Q2 		$648K Buy
12,765
+195
+2% +$9.86K 0.31% 44
2022
Q1 		$640K Buy
12,570
+19
+0.2% +$1.01K 0.26% 49
2021
Q4 		$652K Sell
12,551
-1,360
-10% -$71K 0.21% 54
2021
Q3 		$751K Buy
13,911
+33
+0.2% +$1.82K 0.26% 43
2021
Q2 		$778K Buy
13,878
+86
+0.6% +$4.93K 0.25% 43
2021
Q1 		$802K Buy
13,792
+100
+0.7% +$5.64K 0.3% 41
2020
Q4 		$804K Buy
13,692
+266
+2% +$15.8K 0.41% 41
2020
Q3 		$799K Sell
13,426
-49
-0.4% -$2.85K 0.45% 39
2020
Q2 		$743K Buy
13,475
+31
+0.2% +$1.74K 0.47% 40
2020
Q1 		$722K Sell
13,444
-376
-3% -$21.5K 0.54% 33
2019
Q4 		$849K Sell
13,820
-120
-0.9% -$7.24K 0.69% 29
2019
Q3 		$841K Buy
13,940
+34
+0.2% +$1.96K 0.64% 30
2019
Q2 		$794K Buy
13,906
+32
+0.2% +$1.84K 0.61% 30
2019
Q1 		$820K Buy
13,874
+472
+4% +$26.7K 0.66% 29
2018
Q4 		$753K Buy
+13,402
New +$760K 0.85% 26

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Strategic Family Wealth Counselors's VZ Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Verizon (VZ) stake by 13% in Q1 2026, selling an estimated $73.9K and leaving 10,733 shares worth $539K. The position accounts for 0.14% of the portfolio, ranked #95.

Strategic Family Wealth Counselors first reported a position in VZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $849K in Q4 2019. 3,269 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Strategic Family Wealth Counselors held 10,733 shares of Verizon worth $539K as of Q1 2026.
  • Strategic Family Wealth Counselors sold 1,594 Verizon shares in Q1 2026, an estimated $73.9K.
  • Verizon made up 0.14% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #95 holding.
  • Strategic Family Wealth Counselors first reported a position in Verizon in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Verizon position peaked at $849K in Q4 2019.
  • 3,269 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.