United Capital Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.3M | Buy |
305,285
+13,192
| +5% | +$611K | 0.09% | 177 |
|
|
2025
Q4 | $11.9M | Buy |
292,093
+64,497
| +28% | +$2.62M | 0.07% | 208 |
|
|
2025
Q3 | $10M | Buy |
227,596
+2,522
| +1% | +$109K | 0.07% | 212 |
|
|
2025
Q2 | $9.74M | Buy |
225,074
+52,509
| +30% | +$2.27M | 0.08% | 202 |
|
|
2025
Q1 | $7.83M | Sell |
172,565
-65,370
| -27% | -$2.72M | 0.07% | 215 |
|
|
2024
Q4 | $9.52M | Sell |
237,935
-20,217
| -8% | -$853K | 0.08% | 181 |
|
|
2024
Q3 | $11.6M | Sell |
258,152
-15,035
| -6% | -$627K | 0.1% | 168 |
|
|
2024
Q2 | $11.3M | Sell |
273,187
-44,732
| -14% | -$1.8M | 0.1% | 165 |
|
|
2024
Q1 | $13.3M | Buy |
317,919
+9,475
| +3% | +$382K | 0.11% | 155 |
|
|
2023
Q4 | $11.6M | Sell |
308,444
-128,025
| -29% | -$4.53M | 0.1% | 174 |
|
|
2023
Q3 | $14.1M | Sell |
436,469
-117,219
| -21% | -$3.96M | 0.09% | 187 |
|
|
2023
Q2 | $20.6M | Sell |
553,688
-35,536
| -6% | -$1.32M | 0.11% | 161 |
|
|
2023
Q1 | $22.9M | Sell |
589,224
-267,618
| -31% | -$10.6M | 0.13% | 153 |
|
|
2022
Q4 | $33.8M | Sell |
856,842
-173,120
| -17% | -$6.52M | 0.19% | 108 |
|
|
2022
Q3 | $39.1M | Sell |
1,029,962
-78,374
| -7% | -$3.49M | 0.23% | 87 |
|
|
2022
Q2 | $56.2M | Buy |
1,108,336
+23,366
| +2% | +$1.18M | 0.31% | 73 |
|
|
2022
Q1 | $55.3M | Sell |
1,084,970
-2,686
| -0.2% | -$142K | 0.27% | 74 |
|
|
2021
Q4 | $56.5M | Sell |
1,087,656
-92,453
| -8% | -$4.82M | 0.26% | 78 |
|
|
2021
Q3 | $63.7M | Sell |
1,180,109
-7,180
| -0.6% | -$397K | 0.32% | 63 |
|
|
2021
Q2 | $66.5M | Buy |
1,187,289
+21,418
| +2% | +$1.23M | 0.34% | 61 |
|
|
2021
Q1 | $67.8M | Buy |
1,165,871
+51,211
| +5% | +$2.89M | 0.38% | 56 |
|
|
2020
Q4 | $65.5M | Buy |
1,114,660
+15,062
| +1% | +$895K | 0.39% | 49 |
|
|
2020
Q3 | $65.4M | Buy |
1,099,598
+11,469
| +1% | +$666K | 0.43% | 47 |
|
|
2020
Q2 | $60M | Buy |
1,088,129
+9,136
| +0.8% | +$514K | 0.44% | 51 |
|
|
2020
Q1 | $58M | Sell |
1,078,993
-79,579
| -7% | -$4.55M | 0.48% | 43 |
|
|
2019
Q4 | $71.1M | Buy |
1,158,572
+37,217
| +3% | +$2.24M | 0.46% | 40 |
|
|
2019
Q3 | $67.7M | Sell |
1,121,355
-21,907
| -2% | -$1.26M | 0.47% | 37 |
|
|
2019
Q2 | $65.3M | Buy |
1,143,262
+38,416
| +3% | +$2.21M | 0.43% | 47 |
|
|
2019
Q1 | $65.3M | Sell |
1,104,846
-607,429
| -35% | -$34.4M | 0.46% | 38 |
|
|
2018
Q4 | $96.3M | Buy |
1,712,275
+95,221
| +6% | +$5.4M | 0.76% | 18 |
|
|
2018
Q3 | $86.3M | Buy |
1,617,054
+650,559
| +67% | +$34.4M | 0.61% | 24 |
|
|
2018
Q2 | $48.6M | Sell |
966,495
-334,773
| -26% | -$16.2M | 0.36% | 54 |
|
|
2018
Q1 | $62.2M | Buy |
1,301,268
+361,713
| +38% | +$18.2M | 0.47% | 38 |
|
|
2017
Q4 | $50.2M | Buy |
939,555
+54,847
| +6% | +$2.7M | 0.4% | 50 |
|
|
2017
Q3 | $43.8M | Buy |
884,708
+13,556
| +2% | +$638K | 0.37% | 52 |
|
|
2017
Q2 | $38.9M | Buy |
871,152
+10,624
| +1% | +$495K | 0.35% | 59 |
|
|
2017
Q1 | $42M | Buy |
860,528
+8,108
| +1% | +$407K | 0.39% | 55 |
|
|
2016
Q4 | $45.5M | Sell |
852,420
-4,124
| -0.5% | -$206K | 0.44% | 44 |
|
|
2016
Q3 | $44.5M | Sell |
856,544
-1,623
| -0.2% | -$87.1K | 0.43% | 41 |
|
|
2016
Q2 | $48.1M | Buy |
858,167
+167,077
| +24% | +$8.67M | 0.49% | 35 |
|
|
2016
Q1 | $37.4M | Buy |
691,090
+40,886
| +6% | +$2.04M | 0.41% | 40 |
|
|
2015
Q4 | $30.1M | Sell |
650,204
-5,158
| -0.8% | -$234K | 0.35% | 53 |
|
|
2015
Q3 | $28.5M | Buy |
655,362
+58,359
| +10% | +$2.69M | 0.34% | 51 |
|
|
2015
Q2 | $27.8M | Buy |
597,003
+64,957
| +12% | +$3.18M | 0.32% | 68 |
|
|
2015
Q1 | $26.8M | Buy |
532,046
+146,725
| +38% | +$7.08M | 0.33% | 77 |
|
|
2014
Q4 | $18M | Buy |
385,321
+89,193
| +30% | +$4.36M | 0.27% | 93 |
|
|
2014
Q3 | $14.8M | Sell |
296,128
-4,742
| -2% | -$236K | 0.26% | 101 |
|
|
2014
Q2 | $14.7M | Sell |
300,870
-1,173
| -0.4% | -$56.8K | 0.27% | 98 |
|
|
2014
Q1 | $14.4M | Buy |
302,043
+246,115
| +440% | +$11.6M | 0.31% | 76 |
|
|
2013
Q4 | $2.75M | Sell |
55,928
-108,519
| -66% | -$5.34M | 0.09% | 201 |
|
|
2013
Q3 | $7.68M | Buy |
164,447
+842
| +0.5% | +$41.1K | 0.24% | 94 |
|
|
2013
Q2 | $8.24M | Buy |
+163,605
| New | +$8.35M | 0.22% | 123 |
|
Other funds holding VZ
VCM
VPM
United Capital Financial Advisors's VZ Position: Q1 2026 in Review
United Capital Financial Advisors increased its Verizon (VZ) stake by 4.5% in Q1 2026, buying an estimated $611K and bringing the position to 305,285 shares worth $15.3M. The position accounts for 0.09% of the portfolio, ranked #177.
United Capital Financial Advisors first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $96.3M in Q4 2018. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- United Capital Financial Advisors held 305,285 shares of Verizon worth $15.3M as of Q1 2026.
- United Capital Financial Advisors bought 13,192 Verizon shares in Q1 2026, an estimated $611K.
- Verizon made up 0.09% of United Capital Financial Advisors's portfolio in Q1 2026, its #177 holding.
- United Capital Financial Advisors first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Verizon position peaked at $96.3M in Q4 2018.
- 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.