Triad Wealth Partners’s Verizon VZ Stock Holding History

Triad Wealth Partners’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	$703K	Buy	14,003 +1,510	+12%	+$70K	0.06%	219
2025 Q4	$509K	Sell	12,493 -3,428	-22%	-$139K	0.05%	264
2025 Q3	$700K	Buy	15,921 +2,303	+17%	+$99.7K	0.09%	156
2025 Q2	$589K	Buy	13,618 +1,545	+13%	+$66.9K	0.12%	134
2025 Q1	$548K	Sell	12,073 -345	-3%	-$14.4K	0.17%	98
2024 Q4	$497K	Buy	+12,418	New	+$524K	0.18%	91
2024 Q3	–	Sell	-7,152	Closed	-$295K	–	927
2024 Q2	$295K	Buy	7,152 +1,735	+32%	+$69.9K	0.15%	65
2024 Q1	$227K	Buy	+5,417	New	+$218K	0.17%	51

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triad Wealth Partners's VZ Position: Q1 2026 in Review

Triad Wealth Partners increased its Verizon (VZ) stake by 12% in Q1 2026, buying an estimated $70K and bringing the position to 14,003 shares worth $703K. The position accounts for 0.06% of the portfolio, ranked #219.

Triad Wealth Partners first reported a position in VZ in Q1 2024 and has held it in 8 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Triad Wealth Partners held 14,003 shares of Verizon worth $703K as of Q1 2026.
Triad Wealth Partners bought 1,510 Verizon shares in Q1 2026, an estimated $70K.
Verizon made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #219 holding.
Triad Wealth Partners first reported a position in Verizon in Q1 2024 and has held it in 8 quarters since.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.