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Twin Peaks Wealth Advisors’s Verizon VZ Stock Holding History

Twin Peaks Wealth 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
Q1 		$224K Buy
+4,457
New +$207K 0.06% 169
2025
Q3 		– Sell
-4,187
Closed -$181K – 2106
2025
Q2 		$181K Buy
+4,187
New +$181K 0.06% 163

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Twin Peaks Wealth Advisors's VZ Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Verizon (VZ) in Q1 2026: 4,457 shares worth $224K. The stake represents 0.06% of the portfolio and ranks #169 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VZ as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VZ in Q2 2025 and has held it in 2 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Twin Peaks Wealth Advisors held 4,457 shares of Verizon worth $224K as of Q1 2026.
  • Verizon was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Verizon made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #169 holding.
  • Twin Peaks Wealth Advisors first reported a position in Verizon in Q2 2025 and has held it in 2 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.