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Strategic Wealth Investment Group’s Verizon VZ Stock Holding History

Strategic Wealth 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
Q4 		– Sell
-5,027
Closed -$221K – 133
2025
Q3 		$221K Buy
5,027
+4,835
+2,518% +$209K 0.02% 123
2025
Q2 		$8.31K Buy
+192
New +$8.31K 0.01% 95
2025
Q1 		– Sell
-5,211
Closed -$208K – 127
2024
Q4 		$208K Sell
5,211
-82
-2% -$3.46K 0.02% 129
2024
Q3 		$239K Sell
5,293
-885
-14% -$36.9K 0.03% 122
2024
Q2 		$258K Buy
+6,178
New +$249K 0.03% 115
2023
Q4 		$5.17M Buy
137,178
+3,674
+3% +$130K 0.78% 45
2023
Q3 		$4.33M Buy
133,504
+9,443
+8% +$319K 0.78% 44
2023
Q2 		$4.61M Buy
124,061
+22,765
+22% +$843K 0.73% 43
2023
Q1 		$3.94M Buy
101,296
+15,961
+19% +$629K 0.73% 38
2022
Q4 		$3.41M Buy
85,335
+19,564
+30% +$737K 0.79% 37
2022
Q3 		$2.5M Buy
65,771
+7,560
+13% +$337K 0.72% 39
2022
Q2 		$2.95M Sell
58,211
-6,323
-10% -$320K 0.74% 42
2022
Q1 		$3.29M Buy
64,534
+7,023
+12% +$372K 0.78% 36
2021
Q4 		$2.99M Buy
57,511
+6,178
+12% +$322K 0.78% 35
2021
Q3 		$2.76M Buy
51,333
+7,609
+17% +$421K 0.83% 34
2021
Q2 		$2.45M Buy
43,724
+8,207
+23% +$471K 0.87% 35
2021
Q1 		$2.06M Buy
35,517
+9,407
+36% +$531K 0.99% 29
2020
Q4 		$1.53M Sell
26,110
-6,905
-21% -$410K 0.9% 31
2020
Q3 		$1.96M Buy
33,015
+3,984
+14% +$231K 1.48% 16
2020
Q2 		$1.6M Sell
29,031
-1,537
-5% -$86.5K 1.57% 16
2020
Q1 		$1.64M Buy
30,568
+3,356
+12% +$192K 2.68% 13
2019
Q4 		$1.67M Buy
+27,212
New +$1.64M 1.73% 18

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Strategic Wealth Investment Group's VZ Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Verizon (VZ) in Q4 2025, closing a stake of 5,027 shares — an estimated $221K sold.

Strategic Wealth Investment Group first reported a position in VZ in Q4 2019 and held it in 22 quarters. The position peaked at $5.17M in Q4 2023. 3,108 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 5,027 Verizon shares in Q4 2025, an estimated $221K.
  • Strategic Wealth Investment Group first reported a position in Verizon in Q4 2019 and held it in 22 quarters.
  • Strategic Wealth Investment Group's Verizon position peaked at $5.17M in Q4 2023.
  • 3,108 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.