U.S. Capital Wealth Advisors’s Verizon VZ Stock Holding History

U.S. Capital 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	$11.1M	Sell	221,233 -13,921	-6%	-$645K	0.28%	79
2025 Q4	$9.58M	Buy	235,154 +5,384	+2%	+$218K	0.25%	96
2025 Q3	$10.1M	Buy	229,770 +2,442	+1%	+$106K	0.27%	92
2025 Q2	$9.84M	Buy	227,328 +35,450	+18%	+$1.54M	0.29%	85
2025 Q1	$8.7M	Buy	191,878 +33,628	+21%	+$1.4M	0.27%	98
2024 Q4	$6.33M	Buy	158,250 +14,763	+10%	+$623K	0.2%	126
2024 Q3	$6.44M	Buy	143,487 +8,932	+7%	+$373K	0.23%	101
2024 Q2	$5.55M	Buy	134,555 +5,883	+5%	+$237K	0.21%	107
2024 Q1	$5.4M	Buy	128,672 +7,275	+6%	+$293K	0.21%	116
2023 Q4	$4.58M	Sell	121,397 -135,720	-53%	-$4.8M	0.18%	129
2023 Q3	$8.33M	Sell	257,117 -2,803	-1%	-$94.7K	0.38%	56
2023 Q2	$9.67M	Sell	259,920 -1,404	-0.5%	-$52K	0.46%	49
2023 Q1	$10.2M	Buy	261,324 +8,065	+3%	+$318K	0.47%	43
2022 Q4	$9.98M	Sell	253,259 -157,291	-38%	-$5.93M	0.46%	37
2022 Q3	$15.6M	Sell	410,550 -9,586	-2%	-$427K	0.79%	22
2022 Q2	$21.3M	Buy	420,136 +47,802	+13%	+$2.42M	0.94%	15
2022 Q1	$19M	Buy	372,334 +43,175	+13%	+$2.29M	0.69%	24
2021 Q4	$17.1M	Sell	329,159 -19,523	-6%	-$1.02M	0.68%	23
2021 Q3	$18.8M	Buy	+348,682	New	+$19.3M	0.82%	17

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

U.S. Capital Wealth Advisors's VZ Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Verizon (VZ) stake by 5.9% in Q1 2026, selling an estimated $645K and leaving 221,233 shares worth $11.1M. The position accounts for 0.28% of the portfolio, ranked #79.

U.S. Capital Wealth Advisors first reported a position in VZ in Q3 2021 and has held it in 19 quarters since. The position peaked at $21.3M in Q2 2022. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

U.S. Capital Wealth Advisors held 221,233 shares of Verizon worth $11.1M as of Q1 2026.
U.S. Capital Wealth Advisors sold 13,921 Verizon shares in Q1 2026, an estimated $645K.
Verizon made up 0.28% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #79 holding.
U.S. Capital Wealth Advisors first reported a position in Verizon in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Verizon position peaked at $21.3M in Q2 2022.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.