Trivium Point Advisory’s Verizon VZ Stock Holding History

Trivium Point Advisory’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	$1.61M	Sell	32,054 -19,417	-38%	-$900K	0.29%	85
2025 Q4	$2.1M	Sell	51,471 -2,210	-4%	-$89.6K	0.21%	113
2025 Q3	$2.36M	Buy	53,681 +2,919	+6%	+$126K	0.24%	105
2025 Q2	$2.2M	Buy	50,762 +12,285	+32%	+$532K	0.24%	109
2025 Q1	$1.75M	Sell	38,477 -598	-2%	-$24.9K	0.22%	119
2024 Q4	$1.56M	Sell	39,075 -1,799	-4%	-$75.9K	0.2%	127
2024 Q3	$1.68M	Buy	40,874 +8,050	+25%	+$336K	0.23%	120
2024 Q2	$1.35M	Buy	32,824 +4,653	+17%	+$188K	0.2%	124
2024 Q1	$1.18M	Buy	28,171 +4,932	+21%	+$199K	0.25%	102
2023 Q4	$876K	Sell	23,239 -16,389	-41%	-$580K	0.21%	116
2023 Q3	$1.27M	Buy	39,628 +1,691	+4%	+$57.1K	0.35%	94
2023 Q2	$1.41M	Sell	37,937 -200	-0.5%	-$7.4K	0.38%	85
2023 Q1	$1.48M	Buy	38,137 +825	+2%	+$32.5K	0.4%	84
2022 Q4	$1.57M	Sell	37,312 -2,476	-6%	-$93.3K	0.46%	77
2022 Q3	$1.51M	Sell	39,788 -178	-0.4%	-$7.93K	0.47%	70
2022 Q2	$2.03M	Sell	39,966 -1,452	-4%	-$73.4K	0.61%	51
2022 Q1	$2.2M	Sell	41,418 -1,005	-2%	-$53.2K	0.49%	70
2021 Q4	$2.2M	Buy	42,423 +5,243	+14%	+$274K	0.46%	73
2021 Q3	$2M	Sell	37,180 -385	-1%	-$21.3K	0.48%	70
2021 Q2	$2.1M	Sell	37,565 -5,821	-13%	-$334K	0.52%	66
2021 Q1	$2.52M	Sell	43,386 -8,875	-17%	-$501K	0.68%	38
2020 Q4	$3.06M	Sell	52,261 -1,193	-2%	-$70.9K	0.88%	21
2020 Q3	$3.18M	Sell	53,454 -82	-0.2%	-$4.76K	1.12%	18
2020 Q2	$2.96M	Sell	53,536 -128	-0.2%	-$7.2K	1.17%	15
2020 Q1	$3.1M	Buy	53,664 +990	+2%	+$56.6K	1.6%	7
2019 Q4	$3.23M	Sell	52,674 -55	-0.1%	-$3.32K	1.26%	12
2019 Q3	$3.12M	Sell	52,729 -35	-0.1%	-$2.02K	1.43%	7
2019 Q2	$3.01M	Sell	52,764 -568	-1%	-$32.7K	1.34%	9
2019 Q1	$3.15M	Buy	53,332 +462	+0.9%	+$26.2K	1.47%	5
2018 Q4	$2.97M	Buy	+52,870	New	+$3M	1.8%	2

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

Trivium Point Advisory's VZ Position: Q1 2026 in Review

Trivium Point Advisory reduced its Verizon (VZ) stake by 38% in Q1 2026, selling an estimated $900K and leaving 32,054 shares worth $1.61M. The position accounts for 0.29% of the portfolio, ranked #85.

Trivium Point Advisory first reported a position in VZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.23M in Q4 2019. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Trivium Point Advisory held 32,054 shares of Verizon worth $1.61M as of Q1 2026.
Trivium Point Advisory sold 19,417 Verizon shares in Q1 2026, an estimated $900K.
Verizon made up 0.29% of Trivium Point Advisory's portfolio in Q1 2026, its #85 holding.
Trivium Point Advisory first reported a position in Verizon in Q4 2018 and has held it in 30 quarters since.
Trivium Point Advisory's Verizon position peaked at $3.23M in Q4 2019.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.