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United Advisor Group’s Verizon VZ Stock Holding History

United Advisor 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
Q1 		$3.39M Buy
67,561
+1,405
+2% +$65.1K 0.42% 56
2025
Q4 		$2.69M Sell
66,156
-3,637
-5% -$148K 0.34% 77
2025
Q3 		$3.07M Buy
69,793
+19,605
+39% +$849K 0.41% 65
2025
Q2 		$2.17M Buy
50,188
+940
+2% +$40.7K 0.38% 70
2025
Q1 		$2.23M Buy
49,248
+269
+0.5% +$11.2K 0.46% 58
2024
Q4 		$1.96M Buy
48,979
+2,187
+5% +$92.3K 0.39% 66
2024
Q3 		$2.1M Buy
46,792
+11,135
+31% +$465K 0.47% 57
2024
Q2 		$1.47M Sell
35,657
-1,105
-3% -$44.5K 0.46% 62
2024
Q1 		$1.54M Buy
36,762
+30,119
+453% +$1.21M 0.58% 55
2023
Q4 		$251K Buy
+6,643
New +$235K 0.3% 46

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

United Advisor Group's VZ Position: Q1 2026 in Review

United Advisor Group increased its Verizon (VZ) stake by 2.1% in Q1 2026, buying an estimated $65.1K and bringing the position to 67,561 shares worth $3.39M. The position accounts for 0.42% of the portfolio, ranked #56.

United Advisor Group first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • United Advisor Group held 67,561 shares of Verizon worth $3.39M as of Q1 2026.
  • United Advisor Group bought 1,405 Verizon shares in Q1 2026, an estimated $65.1K.
  • Verizon made up 0.42% of United Advisor Group's portfolio in Q1 2026, its #56 holding.
  • United Advisor Group first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.