Trifecta Capital Advisors’s Verizon VZ Stock Holding History

Trifecta Capital Advisors’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
2025 Q4	–	Sell	-842	Closed	-$37K	–	440
2025 Q3	$37K	Buy	842 +300	+55%	+$13K	0.01%	181
2025 Q2	$23.5K	Buy	542 +515	+1,907%	+$22.3K	﹤0.01%	210
2025 Q1	$1.23K	Sell	27 -24	-47%	-$999	﹤0.01%	357
2024 Q4	$2.04K	Hold	51	–	–	﹤0.01%	301
2024 Q3	$2.29K	Hold	51	–	–	﹤0.01%	294
2024 Q2	$2.1K	Hold	51	–	–	﹤0.01%	305
2024 Q1	$2.14K	Hold	51	–	–	﹤0.01%	303
2023 Q4	$1.92K	Buy	+51	New	+$1.8K	﹤0.01%	335
2023 Q3	–	Sell	-192	Closed	-$7.14K	–	439
2023 Q2	$7.14K	Sell	192 -1,824	-90%	-$67.5K	﹤0.01%	213
2023 Q1	$78.4K	Buy	2,016 +1,500	+291%	+$59.2K	0.03%	121
2022 Q4	$20.3K	Buy	+516	New	+$19.4K	0.01%	173

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Trifecta Capital Advisors's VZ Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Verizon (VZ) in Q4 2025, closing a stake of 842 shares — an estimated $37K sold.

Trifecta Capital Advisors first reported a position in VZ in Q4 2022 and held it in 11 quarters. The position peaked at $78.4K in Q1 2023. 3,102 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

Trifecta Capital Advisors reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 842 Verizon shares in Q4 2025, an estimated $37K.
Trifecta Capital Advisors first reported a position in Verizon in Q4 2022 and held it in 11 quarters.
Trifecta Capital Advisors's Verizon position peaked at $78.4K in Q1 2023.
3,102 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.