Wealth Management Partners
VZ icon

Wealth Management Partners’s Verizon VZ Stock Holding History

Wealth Management Partners’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
Q3 		$890K Sell
19,412
-698
-3% -$32.8K 0.21% 84
2026
Q2 		$851K Sell
20,110
-248
-1% -$11.6K 0.2% 86
2026
Q1 		$1.02M Buy
20,358
+5,092
+33% +$236K 0.29% 73
2025
Q4 		$622K Buy
15,266
+1,536
+11% +$62.3K 0.18% 89
2025
Q3 		$603K Buy
13,730
+1,553
+13% +$67.2K 0.19% 85
2025
Q2 		$521K Buy
12,177
+982
+9% +$42.5K 0.18% 89
2025
Q1 		$508K Buy
11,195
+529
+5% +$22K 0.24% 79
2024
Q4 		$427K Buy
10,666
+1,040
+11% +$43.9K 0.18% 83
2024
Q3 		$432K Sell
9,626
-119
-1% -$4.97K 0.2% 78
2024
Q2 		$402K Sell
9,745
-1,924
-16% -$77.5K 0.2% 76
2024
Q1 		$490K Sell
11,669
-1,009
-8% -$40.7K 0.25% 70
2023
Q4 		$478K Sell
12,678
-995
-7% -$35.2K 0.27% 68
2023
Q3 		$443K Buy
13,673
+270
+2% +$9.12K 0.28% 69
2023
Q2 		$498K Sell
13,403
-2,137
-14% -$79.1K 0.31% 63
2023
Q1 		$604K Sell
15,540
-460
-3% -$18.1K 0.42% 50
2022
Q4 		$629K Sell
16,000
-6,000
-27% -$226K 0.52% 45
2022
Q3 		$793K Hold
22,000
– – 0.7% 37
2022
Q2 		$1.11M Hold
22,000
– – 0.97% 24
2022
Q1 		$1.14M Sell
22,000
-1,000
-4% -$53K 0.82% 28
2021
Q4 		$1.19M Sell
23,000
-1,815
-7% -$94.7K 0.82% 26
2021
Q3 		$1.34M Sell
24,815
-4,120
-14% -$228K 0.99% 23
2021
Q2 		$1.62M Buy
28,935
+3,596
+14% +$206K 1.13% 21
2021
Q1 		$1.5M Sell
25,339
-232
-0.9% -$13.1K 1.12% 22
2020
Q4 		$1.45M Buy
+25,571
New +$1.52M 1.13% 19

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Management Partners's VZ Position: Q3 2026 in Review

Wealth Management Partners reduced its Verizon (VZ) stake by 3.5% in Q3 2026, selling an estimated $32.8K and leaving 19,412 shares worth $890K. The position accounts for 0.21% of the portfolio, ranked #84.

Wealth Management Partners first reported a position in VZ in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.62M in Q2 2021. 1,955 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Wealth Management Partners held 19,412 shares of Verizon worth $890K as of Q3 2026.
  • Wealth Management Partners sold 698 Verizon shares in Q3 2026, an estimated $32.8K.
  • Verizon made up 0.21% of Wealth Management Partners's portfolio in Q3 2026, its #84 holding.
  • Wealth Management Partners first reported a position in Verizon in Q4 2020 and has held it in 24 quarters since.
  • Wealth Management Partners's Verizon position peaked at $1.62M in Q2 2021.
  • 1,955 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.