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Valeo Financial Advisors’s Verizon VZ Stock Holding History

Valeo 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
2022
Q3 		– Sell
-300
Closed -$15K – 545
2022
Q2 		$15K Buy
+300
New +$15.2K ﹤0.01% 498

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Valeo Financial Advisors's VZ Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Verizon (VZ) stake by 1.6% in Q3 2026, selling an estimated $64.1K and leaving 85,865 shares worth $3.94M. The position accounts for 0.08% of the portfolio, ranked #113.

Valeo Financial Advisors first reported a position in VZ in Q3 2017 and has held it in 37 quarters since. The position peaked at $6.36M in Q1 2021. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Valeo Financial Advisors held 85,865 shares of Verizon worth $3.94M as of Q3 2026.
  • Valeo Financial Advisors sold 1,363 Verizon shares in Q3 2026, an estimated $64.1K.
  • Verizon made up 0.08% of Valeo Financial Advisors's portfolio in Q3 2026, its #113 holding.
  • Valeo Financial Advisors first reported a position in Verizon in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Verizon position peaked at $6.36M in Q1 2021.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.