Triad Wealth Partners
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
Q3 		$824K Sell
17,954
-1,112
-6% -$52.3K 0.05% 236
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% +$100K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Triad Wealth Partners's VZ Position: Q3 2026 in Review

Triad Wealth Partners reduced its Verizon (VZ) stake by 5.8% in Q3 2026, selling an estimated $52.3K and leaving 17,954 shares worth $824K. The position accounts for 0.05% of the portfolio, ranked #236.

Triad Wealth Partners first reported a position in VZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $903K in Q2 2026. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Triad Wealth Partners held 17,954 shares of Verizon worth $824K as of Q3 2026.
  • Triad Wealth Partners sold 1,112 Verizon shares in Q3 2026, an estimated $52.3K.
  • Verizon made up 0.05% of Triad Wealth Partners's portfolio in Q3 2026, its #236 holding.
  • Triad Wealth Partners first reported a position in Verizon in Q1 2024 and has held it in 10 quarters since.
  • Triad Wealth Partners's Verizon position peaked at $903K in Q2 2026.
  • 2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.