United Financial Planning Group’s Verizon VZ Stock Holding History

United Financial Planning 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	–	Sell	-173	Closed	-$7.05K	–	637
2025 Q4	$7.05K	Buy	+173	New	+$7.02K	﹤0.01%	242

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Financial Planning Group's VZ Position: Q1 2026 in Review

United Financial Planning Group sold out of Verizon (VZ) in Q1 2026, closing a stake of 173 shares — an estimated $7.05K sold.

United Financial Planning Group first reported a position in VZ in Q4 2025 and held it in 1 quarter. The position peaked at $7.05K in Q4 2025. 3,287 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

United Financial Planning Group reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
United Financial Planning Group sold 173 Verizon shares in Q1 2026, an estimated $7.05K.
United Financial Planning Group first reported a position in Verizon in Q4 2025 and held it in 1 quarter.
United Financial Planning Group's Verizon position peaked at $7.05K in Q4 2025.
3,287 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.