Destination Wealth Management VZ Verizon Comm Common

Ownership history in Destination Wealth Management  ·  54 quarters on record

AI Ownership Summary

Destination Wealth Management reported Verizon Comm Common (VZ) in 54 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.73% in 2025 Q1. The latest visible filing shows VZ at 0.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destination Wealth Management's position in Verizon Comm Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VZ was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Destination Wealth Management held VZ — position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 552,366 +14,135 +2.6% 0.72% $27.7M 2026-05-15 $46.37
2025 Q4 ADDED 538,231 +896 +0.2% 0.57% $21.9M 2026-02-13 $48.28
2025 Q3 ADDED 537,335 +15,433 +3.0% 0.65% $23.6M 2025-11-14 $39.76
2025 Q2 ADDED 521,902 +10,204 +2.0% 0.66% $22.6M 2025-08-14 $41.41
2025 Q1 ADDED 511,698 +21,399 +4.4% 0.73% $23.2M 2025-05-15 $40.74
2024 Q4 ADDED 490,299 +1,441 +0.3% 0.61% $19.6M 2025-02-07 $36.77
2024 Q3 ADDED 488,858 +23,030 +4.9% 0.68% $22.0M 2024-11-25 $39.85
2024 Q2 ADDED 465,828 +5,675 +1.2% 0.63% $19.2M 2024-07-25 $35.64
2024 Q1 ADDED 460,153 +42,963 +10.3% 0.64% $19.3M 2024-05-14 $35.54
2023 Q4 REDUCED 8.2% +14.1% 417,190 -37,218 -8.2% 0.55% $15.7M 2024-02-14 $34.68
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Destination Wealth Management and VZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Destination Wealth Management reported owning VZ?

Destination Wealth Management reported VZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VZ position in Destination Wealth Management's portfolio?

The largest reported portfolio weight for VZ was 0.73% in 2025 Q1.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2026 Q1, when Destination Wealth Management reported 552,366 shares, equal to 0.72% of portfolio, with an estimated market value of $27.7M.

What does the chart on this VZ ownership page compare?

The chart compares Destination Wealth Management's quarterly VZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Destination Wealth Management time their VZ position?

Based on 13F filing dates vs. subsequent VZ price moves, Destination Wealth Management correctly timed 26 out of 52 reported position changes (50%). The annualised alpha on VZ relative to SPY over the holding period was -6.6%.

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