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Wealthspire Advisors (New York)’s Verizon VZ Stock Holding History

Wealthspire Advisors (New York)’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 		$9.49M Buy
189,070
+37,975
+25% +$1.76M 0.07% 119
2025
Q4 		$6.15M Buy
151,095
+12,391
+9% +$503K 0.05% 145
2025
Q3 		$6.1M Buy
138,704
+3,747
+3% +$162K 0.03% 149
2025
Q2 		$5.84M Buy
134,957
+1,817
+1% +$78.7K 0.03% 148
2025
Q1 		$6.04M Sell
133,140
-1,049
-0.8% -$43.7K 0.04% 149
2024
Q4 		$5.37M Sell
134,189
-1,894
-1% -$79.9K 0.05% 142
2024
Q3 		$6.11M Sell
136,083
-3,399
-2% -$142K 0.06% 135
2024
Q2 		$5.75M Buy
139,482
+29,668
+27% +$1.2M 0.07% 107
2024
Q1 		$4.61M Sell
109,814
-41,599
-27% -$1.68M 0.06% 116
2023
Q4 		$5.71M Sell
151,413
-1,528
-1% -$54.1K 0.08% 107
2023
Q3 		$4.96M Buy
152,941
+24,859
+19% +$840K 0.08% 107
2023
Q2 		$4.76M Sell
128,082
-2,756
-2% -$102K 0.08% 99
2023
Q1 		$5.09M Sell
130,838
-26,259
-17% -$1.04M 0.09% 96
2022
Q4 		$6.19M Sell
157,097
-977
-0.6% -$36.8K 0.11% 87
2022
Q3 		$6M Buy
158,074
+11,340
+8% +$505K 0.13% 84
2022
Q2 		$7.45M Buy
146,734
+14,888
+11% +$753K 0.16% 70
2022
Q1 		$6.72M Buy
131,846
+15,206
+13% +$805K 0.15% 63
2021
Q4 		$6.06M Sell
116,640
-2,831
-2% -$148K 0.13% 75
2021
Q3 		$6.45M Sell
119,471
-20,530
-15% -$1.14M 0.13% 80
2021
Q2 		$7.84M Sell
140,001
-72,838
-34% -$4.18M 0.21% 56
2021
Q1 		$12.4M Buy
212,839
+21,921
+11% +$1.24M 0.29% 42
2020
Q4 		$11.2M Buy
190,918
+143,910
+306% +$8.55M 0.33% 41
2020
Q3 		$2.8M Buy
47,008
+2,520
+6% +$146K 0.17% 65
2020
Q2 		$2.45M Sell
44,488
-155,804
-78% -$8.76M 0.17% 58
2020
Q1 		$10.8M Buy
200,292
+171,871
+605% +$9.83M 0.45% 33
2019
Q4 		$1.75M Buy
28,421
+6,591
+30% +$398K 0.13% 47
2019
Q3 		$1.32M Buy
21,830
+11,022
+102% +$635K 0.11% 40
2019
Q2 		$617K Buy
10,808
+6,065
+128% +$349K 0.05% 43
2019
Q1 		$280K Buy
4,743
+200
+4% +$11.3K 0.03% 38
2018
Q4 		$255K Buy
+4,543
New +$258K 0.02% 59

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

Wealthspire Advisors (New York)'s VZ Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Verizon (VZ) stake by 25% in Q1 2026, buying an estimated $1.76M and bringing the position to 189,070 shares worth $9.49M. The position accounts for 0.07% of the portfolio, ranked #119.

Wealthspire Advisors (New York) first reported a position in VZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.4M in Q1 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Wealthspire Advisors (New York) held 189,070 shares of Verizon worth $9.49M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 37,975 Verizon shares in Q1 2026, an estimated $1.76M.
  • Verizon made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #119 holding.
  • Wealthspire Advisors (New York) first reported a position in Verizon in Q4 2018 and has held it in 30 quarters since.
  • Wealthspire Advisors (New York)'s Verizon position peaked at $12.4M in Q1 2021.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.