TWP
VZ icon

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
Q2 		$903K Buy
19,066
+5,063
+36% +$238K 0.05% 220
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Triad Wealth Partners's VZ Position: Q2 2026 in Review

Triad Wealth Partners increased its Verizon (VZ) stake by 36% in Q2 2026, buying an estimated $238K and bringing the position to 19,066 shares worth $903K. The position accounts for 0.05% of the portfolio, ranked #220.

Triad Wealth Partners first reported a position in VZ in Q1 2024 and has held it in 9 quarters since. 3,154 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Triad Wealth Partners held 19,066 shares of Verizon worth $903K as of Q2 2026.
  • Triad Wealth Partners bought 5,063 Verizon shares in Q2 2026, an estimated $238K.
  • Verizon made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #220 holding.
  • Triad Wealth Partners first reported a position in Verizon in Q1 2024 and has held it in 9 quarters since.
  • 3,154 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.