WCG Wealth Advisors’s Verizon VZ Stock Holding History

WCG 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	$4.45M	Buy	88,726 +9,934	+13%	+$460K	0.12%	169
2025 Q4	$3.21M	Buy	78,792 +22,793	+41%	+$925K	0.09%	206
2025 Q3	$2.46M	Buy	55,999 +6,488	+13%	+$281K	0.15%	133
2025 Q2	$2.14M	Buy	49,511 +26,017	+111%	+$1.13M	0.14%	153
2025 Q1	$1.07M	Sell	23,494 -1,092	-4%	-$45.5K	0.08%	194
2024 Q4	$983K	Sell	24,586 -3,851	-14%	-$162K	0.07%	210
2024 Q3	$1.28M	Sell	28,437 -944	-3%	-$39.4K	0.09%	199
2024 Q2	$1.21M	Sell	29,381 -1,210	-4%	-$48.8K	0.09%	180
2024 Q1	$1.28M	Sell	30,591 -1,833	-6%	-$73.9K	0.11%	164
2023 Q4	$1.22M	Sell	32,424 -5,965	-16%	-$211K	0.09%	182
2023 Q3	$1.31M	Buy	38,389 +19,992	+109%	+$676K	0.1%	171
2023 Q2	$706K	Buy	18,397 +8,126	+79%	+$301K	0.08%	128
2023 Q1	$399K	Buy	+10,271	New	+$405K	0.05%	146
2022 Q4	–	Sell	-10,872	Closed	-$461K	–	281
2022 Q3	$461K	Buy	10,872 +692	+7%	+$30.8K	0.06%	191
2022 Q2	$517K	Buy	+10,180	New	+$515K	0.07%	166

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WCG Wealth Advisors increased its Verizon (VZ) stake by 13% in Q1 2026, buying an estimated $460K and bringing the position to 88,726 shares worth $4.45M. The position accounts for 0.12% of the portfolio, ranked #169.

WCG Wealth Advisors first reported a position in VZ in Q2 2022 and has held it in 15 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

WCG Wealth Advisors held 88,726 shares of Verizon worth $4.45M as of Q1 2026.
WCG Wealth Advisors bought 9,934 Verizon shares in Q1 2026, an estimated $460K.
Verizon made up 0.12% of WCG Wealth Advisors's portfolio in Q1 2026, its #169 holding.
WCG Wealth Advisors first reported a position in Verizon in Q2 2022 and has held it in 15 quarters since.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.