TA
VZ icon

TruWealth Advisors’s Verizon VZ Stock Holding History

TruWealth 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
Q3 		– Sell
-6,140
Closed -$266K – 190
2025
Q2 		$266K Buy
6,140
+859
+16% +$37.2K 0.01% 150
2025
Q1 		$240K Sell
5,281
-394
-7% -$16.4K 0.01% 144
2024
Q4 		$227K Sell
5,675
-226
-4% -$9.53K 0.01% 151
2024
Q3 		$265K Sell
5,901
-429
-7% -$17.9K 0.02% 138
2024
Q2 		$261K Sell
6,330
-364
-5% -$14.7K 0.02% 141
2024
Q1 		$281K Sell
6,694
-824
-11% -$33.2K 0.02% 131
2023
Q4 		$283K Buy
7,518
+43
+0.6% +$1.52K 0.02% 118
2023
Q3 		$242K Sell
7,475
-1,522
-17% -$51.4K 0.02% 131
2023
Q2 		$335K Sell
8,997
-115
-1% -$4.26K 0.03% 103
2023
Q1 		$354K Sell
9,112
-249,555
-96% -$9.84M 0.03% 103
2022
Q4 		$10.2M Buy
258,667
+39,139
+18% +$1.47M 0.99% 30
2022
Q3 		$8.34M Buy
219,528
+22,292
+11% +$993K 0.88% 29
2022
Q2 		$10M Buy
197,236
+12,355
+7% +$625K 1.07% 27
2022
Q1 		$9.42M Sell
184,881
-3,922
-2% -$208K 0.98% 29
2021
Q4 		$9.81M Buy
188,803
+31,105
+20% +$1.62M 0.99% 31
2021
Q3 		$8.52M Buy
157,698
+9,300
+6% +$514K 0.95% 32
2021
Q2 		$8.31M Buy
148,398
+9,880
+7% +$567K 0.98% 29
2021
Q1 		$8.05M Buy
138,518
+6,025
+5% +$340K 1.09% 26
2020
Q4 		$7.78M Buy
+132,493
New +$7.87M 1.16% 25

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TruWealth Advisors's VZ Position: Q3 2025 in Review

TruWealth Advisors sold out of Verizon (VZ) in Q3 2025, closing a stake of 6,140 shares — an estimated $266K sold.

TruWealth Advisors first reported a position in VZ in Q4 2020 and held it in 19 quarters. The position peaked at $10.2M in Q4 2022. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • TruWealth Advisors reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • TruWealth Advisors sold 6,140 Verizon shares in Q3 2025, an estimated $266K.
  • TruWealth Advisors first reported a position in Verizon in Q4 2020 and held it in 19 quarters.
  • TruWealth Advisors's Verizon position peaked at $10.2M in Q4 2022.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on TruWealth Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.