U.S. Wealth Group
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U.S. Wealth Group’s Verizon VZ Stock Holding History

U.S. Wealth Group’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 		$2.97M Sell
64,708
-154
-0.2% -$7.24K 1.69% 25
2026
Q2 		$2.75M Buy
64,862
+5,788
+10% +$272K 1.64% 29
2026
Q1 		$2.97M Buy
59,074
+1,690
+3% +$78.3K 2% 19
2025
Q4 		$2.34M Sell
57,384
-311
-0.5% -$12.6K 1.54% 27
2025
Q3 		$2.54M Buy
57,695
+2,965
+5% +$128K 1.66% 27
2025
Q2 		$2.37M Buy
54,730
+903
+2% +$39.1K 1.85% 26
2025
Q1 		$2.44M Sell
53,827
-572
-1% -$23.8K 1.93% 18
2024
Q4 		$2.18M Buy
+54,399
New +$2.29M 1.64% 25

Other funds holding VZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

U.S. Wealth Group's VZ Position: Q3 2026 in Review

U.S. Wealth Group reduced its Verizon (VZ) stake by 0.24% in Q3 2026, selling an estimated $7.24K and leaving 64,708 shares worth $2.97M. The position accounts for 1.69% of the portfolio, ranked #25.

U.S. Wealth Group first reported a position in VZ in Q4 2024 and has held it in 8 quarters since. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • U.S. Wealth Group held 64,708 shares of Verizon worth $2.97M as of Q3 2026.
  • U.S. Wealth Group sold 154 Verizon shares in Q3 2026, an estimated $7.24K.
  • Verizon made up 1.69% of U.S. Wealth Group's portfolio in Q3 2026, its #25 holding.
  • U.S. Wealth Group first reported a position in Verizon in Q4 2024 and has held it in 8 quarters since.
  • 2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on U.S. Wealth Group's 13F filing for Q3 2026, filed 9 Nov 2026.