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US Financial Advisors’s Verizon VZ Stock Holding History

US 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
2025
Q1 		$422K Hold
9,312
– – 0.12% 62
2024
Q4 		$372K Hold
9,312
– – 0.11% 64
2024
Q3 		$418K Buy
9,312
+825
+10% +$34.4K 0.13% 60
2024
Q2 		$350K Buy
+8,487
New +$342K 0.12% 62
2016
Q2 		– Sell
-1,584
Closed -$86K – 392
2016
Q1 		$86K Sell
1,584
-4,812
-75% -$241K 0.15% 65
2015
Q4 		$296K Buy
6,396
+514
+9% +$23.3K 0.28% 51
2015
Q3 		$256K Buy
5,882
+1,132
+24% +$52.2K 0.43% 48
2015
Q2 		$221K Sell
4,750
-710
-13% -$34.8K 0.21% 51
2015
Q1 		$266K Hold
5,460
– – 0.24% 47
2014
Q4 		$255K Buy
+5,460
New +$267K 0.23% 50

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Financial Advisors's VZ Position: Q1 2025 in Review

US Financial Advisors held its Verizon (VZ) position steady in Q1 2025 at 9,312 shares worth $422K. The position accounts for 0.12% of the portfolio, ranked #62.

US Financial Advisors first reported a position in VZ in Q4 2014 and has held it in 10 quarters since. 3,051 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • US Financial Advisors held 9,312 shares of Verizon worth $422K as of Q1 2025.
  • US Financial Advisors left its Verizon share count unchanged in Q1 2025.
  • Verizon made up 0.12% of US Financial Advisors's portfolio in Q1 2025, its #62 holding.
  • US Financial Advisors first reported a position in Verizon in Q4 2014 and has held it in 10 quarters since.
  • 3,051 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.