VWA
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Visionary Wealth Advisors’s Verizon VZ Stock Holding History

Visionary Wealth 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
2026
Q1 		$11.4M Buy
226,484
+1,367
+0.6% +$63.4K 0.5% 49
2025
Q4 		$9.17M Buy
225,117
+6,522
+3% +$265K 0.41% 71
2025
Q3 		$9.61M Buy
218,595
+408
+0.2% +$17.7K 0.45% 59
2025
Q2 		$9.44M Buy
218,187
+22,020
+11% +$954K 0.48% 53
2025
Q1 		$8.9M Sell
196,167
-5,241
-3% -$218K 0.53% 50
2024
Q4 		$8.05M Buy
201,408
+5,545
+3% +$234K 0.47% 59
2024
Q3 		$8.8M Buy
195,863
+8,085
+4% +$337K 0.54% 54
2024
Q2 		$7.74M Buy
187,778
+6,037
+3% +$243K 0.51% 57
2024
Q1 		$7.63M Sell
181,741
-4,768
-3% -$192K 0.51% 50
2023
Q4 		$7.03M Buy
186,509
+2,522
+1% +$89.2K 0.52% 50
2023
Q3 		$5.96M Buy
183,987
+25,915
+16% +$876K 0.48% 56
2023
Q2 		$5.88M Buy
158,072
+5,934
+4% +$220K 0.47% 63
2023
Q1 		$5.92M Buy
152,138
+17,592
+13% +$694K 0.5% 57
2022
Q4 		$5.3M Buy
134,546
+10,588
+9% +$399K 0.49% 62
2022
Q3 		$4.71M Buy
123,958
+14,742
+13% +$657K 0.49% 54
2022
Q2 		$5.54M Buy
109,216
+8,118
+8% +$411K 0.5% 53
2022
Q1 		$5.15M Buy
101,098
+13,698
+16% +$726K 0.41% 62
2021
Q4 		$4.54M Buy
87,400
+5,525
+7% +$288K 0.37% 68
2021
Q3 		$4.42M Buy
81,875
+2,678
+3% +$148K 0.46% 54
2021
Q2 		$4.44M Buy
79,197
+382
+0.5% +$21.9K 0.45% 55
2021
Q1 		$4.58M Buy
78,815
+5,395
+7% +$304K 0.48% 54
2020
Q4 		$4.31M Buy
73,420
+4,086
+6% +$243K 0.48% 54
2020
Q3 		$4.13M Buy
69,334
+3,084
+5% +$179K 0.58% 47
2020
Q2 		$3.65M Buy
66,250
+5,287
+9% +$297K 0.56% 44
2020
Q1 		$3.27M Buy
60,963
+6,110
+11% +$350K 0.62% 51
2019
Q4 		$3.37M Buy
+54,853
New +$3.31M 0.6% 49

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

Visionary Wealth Advisors's VZ Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Verizon (VZ) stake by 0.61% in Q1 2026, buying an estimated $63.4K and bringing the position to 226,484 shares worth $11.4M. The position accounts for 0.5% of the portfolio, ranked #49.

Visionary Wealth Advisors first reported a position in VZ in Q4 2019 and has held it in 26 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Visionary Wealth Advisors held 226,484 shares of Verizon worth $11.4M as of Q1 2026.
  • Visionary Wealth Advisors bought 1,367 Verizon shares in Q1 2026, an estimated $63.4K.
  • Verizon made up 0.5% of Visionary Wealth Advisors's portfolio in Q1 2026, its #49 holding.
  • Visionary Wealth Advisors first reported a position in Verizon in Q4 2019 and has held it in 26 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.