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Waterway Wealth Management’s Verizon VZ Stock Holding History

Waterway Wealth Management’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
Q2 		– Sell
-17,971
Closed -$815K – 100
2025
Q1 		$815K Buy
17,971
+1,206
+7% +$50.2K 0.34% 29
2024
Q4 		$670K Buy
16,765
+1,946
+13% +$82.1K 0.29% 36
2024
Q3 		$666K Buy
14,819
+3,834
+35% +$160K 0.29% 35
2024
Q2 		$453K Buy
10,985
+855
+8% +$34.5K 0.22% 43
2024
Q1 		$425K Buy
10,130
+676
+7% +$27.3K 0.19% 44
2023
Q4 		$356K Buy
+9,454
New +$334K 0.15% 47

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Waterway Wealth Management's VZ Position: Q2 2025 in Review

Waterway Wealth Management sold out of Verizon (VZ) in Q2 2025, closing a stake of 17,971 shares — an estimated $815K sold.

Waterway Wealth Management first reported a position in VZ in Q4 2023 and held it in 6 quarters. The position peaked at $815K in Q1 2025. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Waterway Wealth Management reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 17,971 Verizon shares in Q2 2025, an estimated $815K.
  • Waterway Wealth Management first reported a position in Verizon in Q4 2023 and held it in 6 quarters.
  • Waterway Wealth Management's Verizon position peaked at $815K in Q1 2025.
  • 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Waterway Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.