Total Wealth Planning & Management
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Total Wealth Planning & Management’s Verizon VZ Stock Holding History

Total Wealth Planning & 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 		$1.31M Sell
28,487
-1,838
-6% -$86.5K 0.97% 21
2026
Q2 		$1.28M Sell
30,325
-1,261
-4% -$59.2K 0.87% 24
2026
Q1 		$1.59M Buy
31,586
+3,417
+12% +$158K 1.17% 11
2025
Q4 		$1.15M Buy
+28,169
New +$1.14M 0.85% 27
2025
Q2 		$1.13M Sell
26,213
-166
-0.6% -$7.19K 0.92% 22
2025
Q1 		$1.2M Buy
26,379
+3,487
+15% +$145K 1.13% 18
2024
Q4 		$915K Buy
+22,892
New +$966K 0.83% 24

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Total Wealth Planning & Management's VZ Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Verizon (VZ) stake by 6.1% in Q3 2026, selling an estimated $86.5K and leaving 28,487 shares worth $1.31M. The position accounts for 0.97% of the portfolio, ranked #21.

Total Wealth Planning & Management first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q1 2026. 1,955 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Total Wealth Planning & Management held 28,487 shares of Verizon worth $1.31M as of Q3 2026.
  • Total Wealth Planning & Management sold 1,838 Verizon shares in Q3 2026, an estimated $86.5K.
  • Verizon made up 0.97% of Total Wealth Planning & Management's portfolio in Q3 2026, its #21 holding.
  • Total Wealth Planning & Management first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Total Wealth Planning & Management's Verizon position peaked at $1.59M in Q1 2026.
  • 1,955 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.