Unique Wealth Strategies’s Verizon VZ Stock Holding History

Unique Wealth Strategies’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 Q4	–	Sell	-15,529	Closed	-$682K	–	270
2025 Q3	$682K	Buy	15,529 +758	+5%	+$32.8K	0.26%	105
2025 Q2	$639K	Buy	14,771 +10,307	+231%	+$446K	0.27%	99
2025 Q1	$202K	Buy	+4,464	New	+$186K	0.09%	179
2024 Q4	–	Sell	-13,763	Closed	-$618K	–	241
2024 Q3	$618K	Buy	13,763 +11,517	+513%	+$481K	0.26%	95
2024 Q2	$94.2K	Buy	+2,246	New	+$90.5K	0.04%	212

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Unique Wealth Strategies's VZ Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Verizon (VZ) in Q4 2025, closing a stake of 15,529 shares — an estimated $682K sold.

Unique Wealth Strategies first reported a position in VZ in Q2 2024 and held it in 5 quarters. The position peaked at $682K in Q3 2025. 3,101 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

Unique Wealth Strategies reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 15,529 Verizon shares in Q4 2025, an estimated $682K.
Unique Wealth Strategies first reported a position in Verizon in Q2 2024 and held it in 5 quarters.
Unique Wealth Strategies's Verizon position peaked at $682K in Q3 2025.
3,101 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.