Wescott Financial Advisory Group’s Verizon VZ Stock Holding History

Wescott Financial Advisory Group’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	$478K	Buy	9,517 +3,150	+49%	+$146K	0.04%	129
2025 Q4	$259K	Buy	6,367 +610	+11%	+$24.7K	0.02%	165
2025 Q3	$253K	Buy	5,757 +183	+3%	+$7.92K	0.02%	157
2025 Q2	$241K	Sell	5,574 -233	-4%	-$10.1K	0.02%	157
2025 Q1	$263K	Buy	5,807 +324	+6%	+$13.5K	0.03%	149
2024 Q4	$219K	Buy	+5,483	New	+$231K	0.02%	164
2023 Q1	–	Sell	-5,306	Closed	-$209K	–	166
2022 Q4	$209K	Buy	+5,306	New	+$200K	0.05%	142
2022 Q3	–	Sell	-4,065	Closed	-$206K	–	144
2022 Q2	$206K	Buy	+4,065	New	+$206K	0.06%	122

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wescott Financial Advisory Group's VZ Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Verizon (VZ) stake by 49% in Q1 2026, buying an estimated $146K and bringing the position to 9,517 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #129.

Wescott Financial Advisory Group first reported a position in VZ in Q2 2022 and has held it in 8 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Wescott Financial Advisory Group held 9,517 shares of Verizon worth $478K as of Q1 2026.
Wescott Financial Advisory Group bought 3,150 Verizon shares in Q1 2026, an estimated $146K.
Verizon made up 0.04% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #129 holding.
Wescott Financial Advisory Group first reported a position in Verizon in Q2 2022 and has held it in 8 quarters since.
3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.