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Tred Avon Family Wealth’s Verizon VZ Stock Holding History

Tred Avon Family Wealth’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 		$1.82M Buy
36,275
+3,796
+12% +$176K 0.6% 35
2025
Q4 		$1.32M Sell
32,479
-851
-3% -$34.5K 0.43% 55
2025
Q3 		$1.46M Buy
+33,330
New +$1.44M 0.5% 47

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Tred Avon Family Wealth's VZ Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Verizon (VZ) stake by 12% in Q1 2026, buying an estimated $176K and bringing the position to 36,275 shares worth $1.82M. The position accounts for 0.6% of the portfolio, ranked #35.

Tred Avon Family Wealth first reported a position in VZ in Q3 2025 and has held it in 3 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Tred Avon Family Wealth held 36,275 shares of Verizon worth $1.82M as of Q1 2026.
  • Tred Avon Family Wealth bought 3,796 Verizon shares in Q1 2026, an estimated $176K.
  • Verizon made up 0.6% of Tred Avon Family Wealth's portfolio in Q1 2026, its #35 holding.
  • Tred Avon Family Wealth first reported a position in Verizon in Q3 2025 and has held it in 3 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.