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WoodTrust Financial’s Verizon VZ Stock Holding History

WoodTrust Financial’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 		$384K Sell
8,361
-1,092
-12% -$51.4K 0.05% 136
2026
Q2 		$400K Buy
9,453
+15
+0.2% +$704 0.05% 129
2026
Q1 		$474K Buy
9,438
+2,000
+27% +$92.7K 0.06% 116
2025
Q4 		$303K Buy
7,438
+933
+14% +$37.8K 0.04% 153
2025
Q3 		$286K Sell
6,505
-405
-6% -$17.5K 0.03% 154
2025
Q2 		$299K Buy
6,910
+43
+0.6% +$1.86K 0.04% 130
2025
Q1 		$311K Hold
6,867
– – 0.04% 136
2024
Q4 		$275K Hold
6,867
– – 0.04% 149
2024
Q3 		$308K Sell
6,867
-741
-10% -$30.9K 0.04% 145
2024
Q2 		$314K Buy
7,608
+741
+11% +$29.9K 0.05% 138
2024
Q1 		$288K Buy
6,867
+350
+5% +$14.1K 0.05% 143
2023
Q4 		$246K Buy
+6,517
New +$231K 0.04% 149
2023
Q3 		– Sell
-5,716
Closed -$213K – 161
2023
Q2 		$213K Sell
5,716
-786
-12% -$29.1K 0.04% 141
2023
Q1 		$253K Hold
6,502
– – 0.05% 131
2022
Q4 		$256K Sell
6,502
-1,000
-13% -$37.7K 0.05% 131
2022
Q3 		$285K Sell
7,502
-9,648
-56% -$430K 0.06% 123
2022
Q2 		$870K Buy
17,150
+7,212
+73% +$365K 0.2% 75
2022
Q1 		$506K Buy
9,938
+2,250
+29% +$119K 0.1% 97
2021
Q4 		$400K Buy
7,688
+1,564
+26% +$81.6K 0.08% 105
2021
Q3 		$331K Buy
+6,124
New +$339K 0.08% 103
2018
Q1 		– Sell
-61,215
Closed -$3.24M – 82
2017
Q4 		$3.24M Buy
+61,215
New +$3.01M 1.72% 18

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WoodTrust Financial's VZ Position: Q3 2026 in Review

WoodTrust Financial reduced its Verizon (VZ) stake by 12% in Q3 2026, selling an estimated $51.4K and leaving 8,361 shares worth $384K. The position accounts for 0.05% of the portfolio, ranked #136.

WoodTrust Financial first reported a position in VZ in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.24M in Q4 2017. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • WoodTrust Financial held 8,361 shares of Verizon worth $384K as of Q3 2026.
  • WoodTrust Financial sold 1,092 Verizon shares in Q3 2026, an estimated $51.4K.
  • Verizon made up 0.05% of WoodTrust Financial's portfolio in Q3 2026, its #136 holding.
  • WoodTrust Financial first reported a position in Verizon in Q4 2017 and has held it in 21 quarters since.
  • WoodTrust Financial's Verizon position peaked at $3.24M in Q4 2017.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.