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Wernau Asset Management’s Verizon VZ Stock Holding History

Wernau Asset 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
2026
Q1 		$1.09M Buy
21,667
+78
+0.4% +$3.62K 0.76% 19
2025
Q4 		$879K Sell
21,589
-811
-4% -$32.9K 0.48% 23
2025
Q3 		$985K Sell
22,400
-831
-4% -$36K 0.67% 22
2025
Q2 		$1.01M Sell
23,231
-1,973
-8% -$85.4K 0.7% 21
2025
Q1 		$1.14M Sell
25,204
-61
-0.2% -$2.54K 0.89% 20
2024
Q4 		$1.01M Buy
+25,265
New +$1.07M 0.75% 22

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

Wernau Asset Management's VZ Position: Q1 2026 in Review

Wernau Asset Management increased its Verizon (VZ) stake by 0.36% in Q1 2026, buying an estimated $3.62K and bringing the position to 21,667 shares worth $1.09M. The position accounts for 0.76% of the portfolio, ranked #19.

Wernau Asset Management first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2025. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Wernau Asset Management held 21,667 shares of Verizon worth $1.09M as of Q1 2026.
  • Wernau Asset Management bought 78 Verizon shares in Q1 2026, an estimated $3.62K.
  • Verizon made up 0.76% of Wernau Asset Management's portfolio in Q1 2026, its #19 holding.
  • Wernau Asset Management first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • Wernau Asset Management's Verizon position peaked at $1.14M in Q1 2025.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Wernau Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.