VPP
VZ icon

Vertex Planning Partners’s Verizon VZ Stock Holding History

Vertex Planning Partners’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 		$497K Buy
9,901
+15
+0.2% +$695 0.1% 75
2025
Q4 		$403K Sell
9,886
-1,563
-14% -$63.4K 0.09% 86
2025
Q3 		$503K Buy
11,449
+664
+6% +$28.7K 0.1% 111
2025
Q2 		$467K Buy
10,785
+21
+0.2% +$909 0.1% 113
2025
Q1 		$488K Buy
10,764
+35
+0.3% +$1.46K 0.11% 105
2024
Q4 		$429K Buy
10,729
+4,296
+67% +$181K 0.09% 120
2024
Q3 		$289K Buy
6,433
+124
+2% +$5.17K 0.07% 134
2024
Q2 		$260K Sell
6,309
-350
-5% -$14.1K 0.07% 133
2024
Q1 		$279K Buy
6,659
+47
+0.7% +$1.9K 0.08% 130
2023
Q4 		$249K Buy
6,612
+296
+5% +$10.5K 0.07% 138
2023
Q3 		$205K Sell
6,316
-2,084
-25% -$70.4K 0.07% 134
2023
Q2 		$312K Buy
8,400
+2,208
+36% +$81.7K 0.11% 102
2023
Q1 		$241K Sell
6,192
-1,620
-21% -$63.9K 0.09% 107
2022
Q4 		$308K Buy
+7,812
New +$294K 0.12% 104

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

Vertex Planning Partners's VZ Position: Q1 2026 in Review

Vertex Planning Partners increased its Verizon (VZ) stake by 0.15% in Q1 2026, buying an estimated $695 and bringing the position to 9,901 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #75.

Vertex Planning Partners first reported a position in VZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $503K in Q3 2025. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Vertex Planning Partners held 9,901 shares of Verizon worth $497K as of Q1 2026.
  • Vertex Planning Partners bought 15 Verizon shares in Q1 2026, an estimated $695.
  • Verizon made up 0.1% of Vertex Planning Partners's portfolio in Q1 2026, its #75 holding.
  • Vertex Planning Partners first reported a position in Verizon in Q4 2022 and has held it in 14 quarters since.
  • Vertex Planning Partners's Verizon position peaked at $503K in Q3 2025.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.