WE
VZ icon

Wealth Effects’s Verizon VZ Stock Holding History

Wealth Effects’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 		$1.58M Sell
31,484
-4,033
-11% -$187K 0.56% 41
2025
Q4 		$1.45M Buy
35,517
+50
+0.1% +$2.03K 0.45% 39
2025
Q3 		$1.56M Sell
35,467
-75
-0.2% -$3.25K 0.5% 36
2025
Q2 		$1.54M Buy
35,542
+4,680
+15% +$203K 0.58% 34
2025
Q1 		$1.4M Sell
30,862
-5,383
-15% -$224K 0.59% 39
2024
Q4 		$1.45M Sell
36,245
-4,910
-12% -$207K 0.51% 41
2024
Q3 		$1.85M Sell
41,155
-410
-1% -$17.1K 0.65% 33
2024
Q2 		$1.71M Sell
41,565
-423
-1% -$17K 0.62% 33
2024
Q1 		$1.76M Sell
41,988
-2,994
-7% -$121K 0.65% 29
2023
Q4 		$1.7M Buy
44,982
+6,503
+17% +$230K 0.64% 29
2023
Q3 		$1.25M Sell
38,479
-3,333
-8% -$113K 0.62% 37
2023
Q2 		$1.56M Buy
41,812
+13,976
+50% +$517K 0.68% 29
2023
Q1 		$1.08M Buy
27,836
+1,290
+5% +$50.9K 0.55% 43
2022
Q4 		$1.05M Sell
26,546
-1,104
-4% -$41.6K 0.6% 37
2022
Q3 		$1.05M Buy
27,650
+684
+3% +$30.5K 0.64% 39
2022
Q2 		$1.37M Buy
26,966
+1,791
+7% +$90.6K 0.82% 30
2022
Q1 		$1.28M Buy
25,175
+878
+4% +$46.5K 0.6% 37
2021
Q4 		$1.26M Buy
+24,297
New +$1.27M 0.52% 45

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

Wealth Effects's VZ Position: Q1 2026 in Review

Wealth Effects reduced its Verizon (VZ) stake by 11% in Q1 2026, selling an estimated $187K and leaving 31,484 shares worth $1.58M. The position accounts for 0.56% of the portfolio, ranked #41.

Wealth Effects first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.85M in Q3 2024. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Wealth Effects held 31,484 shares of Verizon worth $1.58M as of Q1 2026.
  • Wealth Effects sold 4,033 Verizon shares in Q1 2026, an estimated $187K.
  • Verizon made up 0.56% of Wealth Effects's portfolio in Q1 2026, its #41 holding.
  • Wealth Effects first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Verizon position peaked at $1.85M in Q3 2024.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.