Winthrop Advisory Group
VZ icon

Winthrop Advisory Group’s Verizon VZ Stock Holding History

Winthrop 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
Q3 		$356K Sell
7,752
-135
-2% -$6.35K 0.02% 152
2026
Q2 		$334K Buy
7,887
+2,130
+37% +$100K 0.02% 153
2026
Q1 		$289K Sell
5,757
-1,241
-18% -$57.5K 0.02% 146
2025
Q4 		$287K Buy
6,998
+1,071
+18% +$43.4K 0.02% 147
2025
Q3 		$260K Sell
5,927
-369
-6% -$16K 0.02% 151
2025
Q2 		$272K Buy
6,296
+268
+4% +$11.6K 0.03% 142
2025
Q1 		$273K Sell
6,028
-205
-3% -$8.53K 0.03% 123
2024
Q4 		$249K Sell
6,233
-889
-12% -$37.5K 0.03% 132
2024
Q3 		$320K Sell
7,122
-128
-2% -$5.34K 0.04% 110
2024
Q2 		$299K Buy
7,250
+1,004
+16% +$40.5K 0.04% 110
2024
Q1 		$262K Sell
6,246
-8
-0.1% -$323 0.04% 126
2023
Q4 		$236K Sell
6,254
-4,258
-41% -$151K 0.04% 123
2023
Q3 		$341K Buy
10,512
+722
+7% +$24.4K 0.06% 92
2023
Q2 		$364K Buy
9,790
+299
+3% +$11.1K 0.06% 93
2023
Q1 		$369K Buy
9,491
+85
+0.9% +$3.35K 0.07% 90
2022
Q4 		$371K Buy
9,406
+1,133
+14% +$42.7K 0.07% 86
2022
Q3 		$314K Sell
8,273
-415
-5% -$18.5K 0.07% 82
2022
Q2 		$441K Buy
8,688
+5,275
+155% +$267K 0.1% 65
2022
Q1 		$504K Sell
3,413
-5,692
-63% -$302K 0.11% 70
2021
Q4 		$473K Buy
9,105
+935
+11% +$48.8K 0.1% 71
2021
Q3 		$441K Sell
8,170
-270
-3% -$14.9K 0.1% 64
2021
Q2 		$473K Sell
8,440
-1,183
-12% -$67.9K 0.11% 62
2021
Q1 		$560K Buy
9,623
+790
+9% +$44.6K 0.14% 56
2020
Q4 		$519K Buy
8,833
+1,258
+17% +$74.7K 0.14% 59
2020
Q3 		$450K Sell
7,575
-67
-0.9% -$3.89K 0.14% 60
2020
Q2 		$418K Sell
7,642
-246
-3% -$13.8K 0.15% 49
2020
Q1 		$424K Buy
7,888
+1,094
+16% +$62.6K 0.17% 45
2019
Q4 		$417K Buy
6,794
+978
+17% +$59K 0.15% 59
2019
Q3 		$351K Buy
5,816
+1,395
+32% +$80.3K 0.14% 62
2019
Q2 		$253K Buy
4,421
+869
+24% +$50.1K 0.11% 72
2019
Q1 		$211K Buy
+3,552
New +$201K 0.09% 87

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

Winthrop Advisory Group's VZ Position: Q3 2026 in Review

Winthrop Advisory Group reduced its Verizon (VZ) stake by 1.7% in Q3 2026, selling an estimated $6.35K and leaving 7,752 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #152.

Winthrop Advisory Group first reported a position in VZ in Q1 2019 and has held it in 31 quarters since. The position peaked at $560K in Q1 2021. 1,955 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Winthrop Advisory Group held 7,752 shares of Verizon worth $356K as of Q3 2026.
  • Winthrop Advisory Group sold 135 Verizon shares in Q3 2026, an estimated $6.35K.
  • Verizon made up 0.02% of Winthrop Advisory Group's portfolio in Q3 2026, its #152 holding.
  • Winthrop Advisory Group first reported a position in Verizon in Q1 2019 and has held it in 31 quarters since.
  • Winthrop Advisory Group's Verizon position peaked at $560K in Q1 2021.
  • 1,955 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.