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WealthTrak Capital Management’s Verizon VZ Stock Holding History

WealthTrak Capital Management’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
-205
Closed -$8.87K – 873
2025
Q2 		$8.87K Buy
205
+40
+24% +$1.73K 0.01% 206
2025
Q1 		$7.49K Buy
165
+150
+1,000% +$6.25K 0.01% 194
2024
Q4 		$600 Buy
+15
New +$633 ﹤0.01% 529

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

WealthTrak Capital Management's VZ Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Verizon (VZ) in Q3 2025, closing a stake of 205 shares — an estimated $8.87K sold.

WealthTrak Capital Management first reported a position in VZ in Q4 2024 and held it in 3 quarters. The position peaked at $8.87K in Q2 2025. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 205 Verizon shares in Q3 2025, an estimated $8.87K.
  • WealthTrak Capital Management first reported a position in Verizon in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Verizon position peaked at $8.87K in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.