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Wealth Advisory Solutions’s Verizon VZ Stock Holding History

Wealth Advisory Solutions’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
Q3 		– Sell
-6,389
Closed -$276K – 144
2025
Q2 		$276K Buy
+6,389
New +$277K 0.07% 119
2024
Q2 		– Sell
-7,229
Closed -$303K – 136
2024
Q1 		$303K Buy
+7,229
New +$292K 0.08% 106
2023
Q3 		– Sell
-11,089
Closed -$412K – 135
2023
Q2 		$412K Buy
11,089
+725
+7% +$26.8K 0.11% 83
2023
Q1 		$403K Sell
10,364
-6,977
-40% -$275K 0.11% 95
2022
Q4 		$683K Sell
17,341
-24,887
-59% -$938K 0.18% 84
2022
Q3 		$1.6M Sell
42,228
-3,865
-8% -$172K 0.44% 62
2022
Q2 		$2.34M Sell
46,093
-1,599
-3% -$80.9K 0.58% 55
2022
Q1 		$2.43M Buy
+47,692
New +$2.53M 0.51% 56
2021
Q3 		$2.39M Buy
44,296
+4,346
+11% +$240K 0.53% 51
2021
Q2 		$2.24M Sell
39,950
-2,379
-6% -$137K 0.53% 51
2021
Q1 		$221K Buy
42,329
+6,687
+19% +$377K 0.16% 58
2020
Q4 		$2.09M Buy
35,642
+290
+0.8% +$17.2K 0.57% 48
2020
Q3 		$2.1M Buy
35,352
+1,121
+3% +$65.1K 0.56% 55
2020
Q2 		$1.89M Buy
34,231
+4,932
+17% +$277K 0.53% 56
2020
Q1 		$1.57M Buy
29,299
+16,903
+136% +$967K 0.53% 60
2019
Q4 		$760K Buy
+12,396
New +$748K 0.2% 96

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Advisory Solutions's VZ Position: Q3 2025 in Review

Wealth Advisory Solutions sold out of Verizon (VZ) in Q3 2025, closing a stake of 6,389 shares — an estimated $276K sold.

Wealth Advisory Solutions first reported a position in VZ in Q4 2019 and held it in 16 quarters. The position peaked at $2.43M in Q1 2022. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Wealth Advisory Solutions reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • Wealth Advisory Solutions sold 6,389 Verizon shares in Q3 2025, an estimated $276K.
  • Wealth Advisory Solutions first reported a position in Verizon in Q4 2019 and held it in 16 quarters.
  • Wealth Advisory Solutions's Verizon position peaked at $2.43M in Q1 2022.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Wealth Advisory Solutions's 13F filing for Q3 2025, filed 27 Oct 2025.