Wiser Advisor Group’s Verizon VZ Stock Holding History

Wiser Advisor 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	$4.71K	Sell	94 -18	-16%	-$834	0.01%	194
2025 Q4	$4.58K	Sell	112 -129	-54%	-$5.23K	0.01%	197
2025 Q3	$10.6K	Buy	+241	New	+$10.4K	0.01%	171
2025 Q2	–	Sell	-1,271	Closed	-$57.7K	–	257
2025 Q1	$57.7K	Sell	1,271 -3,565	-74%	-$148K	0.09%	86
2024 Q4	$193K	Sell	4,836 -828	-15%	-$34.9K	0.28%	48
2024 Q3	$254K	Sell	5,664 -1,822	-24%	-$76K	0.38%	41
2024 Q2	$309K	Sell	7,486 -381	-5%	-$15.4K	0.49%	39
2024 Q1	$331K	Buy	7,867 +55	+0.7%	+$2.22K	0.52%	39
2023 Q4	$295K	Buy	+7,812	New	+$276K	0.49%	38

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

Wiser Advisor Group's VZ Position: Q1 2026 in Review

Wiser Advisor Group reduced its Verizon (VZ) stake by 16% in Q1 2026, selling an estimated $834 and leaving 94 shares worth $4.71K. The position accounts for 0.01% of the portfolio, ranked #194.

Wiser Advisor Group first reported a position in VZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $331K in Q1 2024. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Wiser Advisor Group held 94 shares of Verizon worth $4.71K as of Q1 2026.
Wiser Advisor Group sold 18 Verizon shares in Q1 2026, an estimated $834.
Verizon made up 0.01% of Wiser Advisor Group's portfolio in Q1 2026, its #194 holding.
Wiser Advisor Group first reported a position in Verizon in Q4 2023 and has held it in 9 quarters since.
Wiser Advisor Group's Verizon position peaked at $331K in Q1 2024.
3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.