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United Capital Financial Advisors’s Verizon VZ Stock Holding History

United Capital Financial 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
2019
Q4 		– Sell
-43
Closed -$260K – 1432
2019
Q3 		$260K Sell
43
-4,257
-99% -$245K ﹤0.01% 1121
2019
Q2 		$246K Hold
4,300
– – ﹤0.01% 1292
2019
Q1 		$254K Buy
+4,300
New +$244K ﹤0.01% 1187

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 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. 3,263 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.
  • 3,263 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.