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TrueWealth Advisors’s Verizon VZ Stock Holding History

TrueWealth 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
2026
Q3 		$1.18M Buy
25,636
+94
+0.4% +$4.42K 0.26% 70
2026
Q2 		$1.08M Sell
25,542
-1,263
-5% -$59.2K 0.24% 81
2026
Q1 		$1.35M Sell
26,805
-3,130
-10% -$145K 0.34% 51
2025
Q4 		$1.22M Sell
29,935
-1,773
-6% -$71.9K 0.32% 59
2025
Q3 		$1.39M Sell
31,708
-2,247
-7% -$97.3K 0.38% 54
2025
Q2 		$1.47M Buy
33,955
+918
+3% +$39.8K 0.43% 46
2025
Q1 		$1.5M Sell
33,037
-3,553
-10% -$148K 0.49% 45
2024
Q4 		$1.46M Buy
36,590
+623
+2% +$26.3K 0.49% 44
2024
Q3 		$1.62M Buy
35,967
+623
+2% +$26K 0.54% 40
2024
Q2 		$1.46M Sell
35,344
-360
-1% -$14.5K 0.54% 41
2024
Q1 		$1.5M Sell
35,704
-107
-0.3% -$4.32K 0.58% 36
2023
Q4 		$1.35M Buy
35,811
+640
+2% +$22.6K 0.52% 37
2023
Q3 		$1.14M Buy
35,171
+7,522
+27% +$254K 0.48% 41
2023
Q2 		$1.03M Buy
27,649
+3,040
+12% +$113K 0.42% 42
2023
Q1 		$957K Buy
24,609
+6,590
+37% +$260K 0.4% 53
2022
Q4 		$710K Buy
18,019
+4,078
+29% +$154K 0.31% 65
2022
Q3 		$529K Buy
13,941
+1,064
+8% +$47.4K 0.25% 77
2022
Q2 		$653K Buy
12,877
+6,127
+91% +$310K 0.3% 71
2022
Q1 		$351K Hold
6,750
– – 0.16% 120
2021
Q4 		$351K Buy
6,750
+1,929
+40% +$101K 0.16% 120
2021
Q3 		$260K Buy
4,821
+407
+9% +$22.5K 0.15% 113
2021
Q2 		$247K Buy
4,414
+980
+29% +$56.2K 0.14% 110
2021
Q1 		$201K Buy
+3,434
New +$194K 0.13% 123

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

TrueWealth Advisors's VZ Position: Q3 2026 in Review

TrueWealth Advisors increased its Verizon (VZ) stake by 0.37% in Q3 2026, buying an estimated $4.42K and bringing the position to 25,636 shares worth $1.18M. The position accounts for 0.26% of the portfolio, ranked #70.

TrueWealth Advisors first reported a position in VZ in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.62M in Q3 2024. 1,955 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • TrueWealth Advisors held 25,636 shares of Verizon worth $1.18M as of Q3 2026.
  • TrueWealth Advisors bought 94 Verizon shares in Q3 2026, an estimated $4.42K.
  • Verizon made up 0.26% of TrueWealth Advisors's portfolio in Q3 2026, its #70 holding.
  • TrueWealth Advisors first reported a position in Verizon in Q1 2021 and has held it in 23 quarters since.
  • TrueWealth Advisors's Verizon position peaked at $1.62M in Q3 2024.
  • 1,955 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.