PQUS0.950%
as of Jul 21
VZ
GrowthVERIZON COMMUNICATIONS INC
Verizon Communications Inc., through its subsidiaries, engages in the provision of communications, technology, information, and streaming products and services to consumers, businesses, and governmental entities worldwide. It operates in two segments, Verizon Consumer Group (Consumer) and Verizon Business Group (Business). The Consumer segment provides wireless services across the wireless networks in the United States under the Verizon and TracFone brands and through wholesale and other arrangements; and fixed wireless access (FWA) broadband through its wireless networks, as well as related equipment and devices, such as smartphones, tablets, smartwatches, and other wireless-enabled connected devices.
Close · 3M
-13.78%
Held by 4 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals13
Win rate0% (0/13)
Avg buy return-6.05%
PQUS · Weight increase · 2d
PQUS, managed by Pictet Asset Management, applies an AI ranking system across its US large-cap universe, which explains the recent increase in Verizon (VZ) weighting. The fund's periodic rebalancing, rather than daily, indicates that the overall ascent from 0.9000% to 0.9500% for VZ during this period represents a strengthening conviction from the AI's assessment within its approximately 165 US large-cap portfolio. This re-ranking, operating under the fund's sector-balance rules, likely identified VZ's attractive valuation, particularly its PBR of 1.64. The timing of this move, with the Communication Services stock currently priced at $43.59 following a -14.0% 90-day return, suggests the AI perceived a favorable entry point at this level.
weight 0.910% → 0.950% (+0.040 pp)·stock down 6.7% in the 30 days before
Jul 19·entry $43.50·now $43.50Fresh
0.00%
since Jul 19
PQUS · Weight decrease · 3d
VZ presents with a PER of 10.73, a PBR of 1.64, and ROE of 16.68%, alongside 2.85% revenue growth. These figures represent a financially sound, moderately growing entity, a profile that Pictet Asset Management’s AI ranking system for US large-cap universe in PQUS would initially consider. However, concurrent with significant price depreciation, seeing a -12.3% 30-day return and the stock trading at $42.12 (82% of its 52-week high), PQUS initiated a precise reduction in its VZ holding. From July 10th to July 12th, the fund's AI, operating within its sector-balance and concentration rules for measured turnover, adjusted VZ’s weight consecutively from 0.92% to 0.90%, indicating a diminished relative ranking for the stock at this price level given its recent underperformance. This measured decrease reflects the AI's re-evaluation of VZ's attractiveness for the US large-cap portfolio.
weight 0.930% → 0.900% (-0.030 pp)·stock down 8.0% in the 30 days before
Jul 12·entry $42.68·now $43.50
+1.92%
since Jul 12
PQUS · Weight decrease · 2d
Verizon (VZ) currently trades at $42.12, positioning it at 82% of its 52-week high, after experiencing 30-day and 90-day returns of -12.3% and -17.2% respectively, signaling recent downward momentum. This sustained negative price action likely triggered a re-evaluation by Pictet's AI ranking system, which manages the PQUS ETF's US large-cap portfolio through periodic adjustments, not daily trading. The ETF's observed consecutive weight decrease for VZ, moving from 0.94% to 0.91% between July 8th and July 11th, reflects the AI adjusting exposure following this period of underperformance. Despite VZ’s 16.68% ROE and 10.73 PER, and 2.85% revenue growth, the AI's model likely prioritized the recent price trajectory or adhered to its sector-balance and concentration rules, leading to this measured reduction in allocation within the fund's approximately 165 holdings.
weight 0.930% → 0.910% (-0.020 pp)·stock down 8.0% in the 30 days before
Jul 11·entry $42.68·now $43.50
+1.92%
since Jul 11
PQUS · Weight decrease · 2d
Verizon Communications Inc., with a PER of 10.67, PBR of 1.64, and ROE of 16.68%, generally reflects a profitable yet mature business within the US large-cap universe PQUS targets, despite its 2.85% revenue growth indicating moderate expansion. The AI ranking system employed by Pictet Asset Management likely adjusted its view on VZ, given the stock's recent performance. Following a 30-day return of -12.0% and a 90-day return of -15.5%, which saw the stock at $41.99, down significantly from its 52-week high, the fund initiated a weight reduction. PQUS decreased its allocation to VZ from 1.0700% on June 30th to 1.0000% on July 1st, further lowering it to 0.9300% on July 2nd, aligning with its measured turnover style but reacting to the stock's declining momentum within its periodic rebalancing framework.
weight 1.070% → 0.930% (-0.140 pp)·stock down 11.1% in the 30 days before
Jul 2·entry $42.56·now $43.50
+2.21%
since Jul 2
PQUS · Weight increase · 2d
Verizon is currently priced at $46.54, sitting near its 52-week high at 91%, yet has experienced recent declines over the past 30 and 90 days following a positive one-year return. This recent price trajectory, alongside its 11.25 PER and 16.68% ROE, likely led Pictet Asset Management's AI ranking system to pinpoint VZ as a suitable US large-cap opportunity. Adhering to its periodic rebalance schedule for its approximately 165 US large-cap holdings, the fund systematically increased its allocation to VZ from 1.0000% to 1.0700% between June 24th and June 28th, 2026. This strategic adjustment by PQUS reflects the AI's assessment of VZ within its communication services sector, balancing a 1.64 PBR and 2.85% revenue growth while maintaining the fund's overall sector balance and concentration rules.
weight 1.040% → 1.070% (+0.030 pp)·stock down 3.5% in the 30 days before
Jun 28·entry $44.10·now $43.50Fresh
-1.36%
since Jun 28
PQUS · Weight increase · 2d
Verizon Communications currently trades at $45.68, placing it at 89% of its 52-week high, following declines of 4.7% over the last 30 days and 6.8% over the last 90 days. This recent price softening, while still well above the 52-week low, appears to have triggered Pictet Asset Management’s AI ranking system to identify VZ as a compelling component for PQUS. The system likely registered VZ’s financial metrics—a PER of 11.25, PBR of 1.64, revenue growth of 2.85%, and ROE of 16.68%—as more attractive relative to other US large-cap options given the stock's recent price trajectory. Despite the ETF's measured turnover and periodic rebalancing, the AI-driven system adjusted its allocation, leading to a weight increase from 0.99% to 1.00% on June 24th and then to 1.04% on June 25th, indicating a reassessment of VZ’s value proposition within the fund's sector-balance and concentration rules. This nuanced reweighting for Verizon demonstrates how the fund accumulated more shares of the Communication Services stock as its underlying financials presented better value after a short-term dip, aligning with the fund's mandate without daily adjustments.
weight 0.990% → 1.040% (+0.050 pp)·stock down 5.0% in the 30 days before
Jun 25·entry $46.07·now $43.50Fresh
-5.58%
since Jun 25
PQUS · Weight increase · 2d
Pictet Asset Management's AI ranking system, which constructs its ~165 US large-cap portfolio, appears to have driven the consecutive weight increases in Verizon Communications Inc. within PQUS. These minor, successive adjustments from 0.98% to 1.00% between June 10th and June 12th, 2026, suggest a methodical optimization of the Communication Services allocation during one of the fund's periodic rebalances, aligning with its concentration rules. The AI system likely identified VZ as an opportune addition or increase at its current $46.94 price, potentially considering its PER of 11.31 as a favorable valuation point compared to other large-cap options, despite being at 91% of its 52-week high.
weight 0.980% → 1.000% (+0.020 pp)·stock up 1.9% in the 30 days before
Jun 12·entry $48.11·now $43.50Fresh
-9.58%
since Jun 12
PQUS · Weight decrease · 2d
Verizon’s financial summary, including a PER of 11.49, PBR of 1.64, and 16.68% ROE, positions it as a large-cap holding fitting a fund with measured turnover like Pictet's PQUS. Despite these fundamentals, the fund’s AI ranking system initiated a sequence of daily weight reductions, decreasing from 1.01% on May 28, 2026, to 0.99% by May 31, coinciding with Verizon’s stock price being near 93% of its 52-week high after a +21.8% return over the prior 90 days. The consecutive decreases suggest PQUS's AI, potentially factoring in the company's moderate 2.85% revenue growth alongside its elevated price relative to its recent performance, incrementally adjusted its exposure within the defined sector-balance and concentration rules.
weight 1.010% → 0.990% (-0.020 pp)·stock up 2.6% in the 30 days before
May 31·entry $47.73·now $43.50
-8.86%
since May 31
-10.29%
since May 23
-10.03%
since May 22
-9.88%
since May 21
-7.90%
since May 10
-7.90%
since May 9
-7.88%
since May 8
-7.62%
since May 7
LQAI · Weight increase · 3d
Verizon, currently trading at $43.59, sits at 85% of its 52-week high, following recent downward pressure reflected in its -2.9% 30-day and -14.0% 90-day returns. This specific price context likely led the Qraft AI engine, which drives LQAI's weekly rebalances, to identify VZ as a suitable candidate within its US large-cap core universe. The AI's consecutive weight increases, from 0.54% to 0.57% over three days, indicate a growing positive signal, potentially influenced by VZ's PER of 10.82 and PBR of 1.64, alongside a 16.68% ROE, which present a stable profile relative to its current valuation after the recent price decline. As an AI-driven fund without heavy factor tilt, LQAI's system appears to be recognizing a value opportunity where VZ's financial metrics offer a favorable outlook despite its short-term price softness, rather than strictly chasing momentum.
weight 0.530% → 0.570% (+0.040 pp)·stock down 6.7% in the 30 days before
Jul 17·entry $43.59·now $43.50Fresh
-0.21%
since Jul 17
LQAI · Weight increase · 2d
Verizon Communications Inc. (VZ) exhibits a price-to-earnings ratio of 10.82 and a price-to-book ratio of 1.64, alongside a 16.68% return on equity and 2.85% revenue growth. This balanced financial profile aligns with LQAI’s core large-cap strategy, which emphasizes AI-driven selection without a heavy factor tilt, rather than extreme value or momentum. The Qraft AI engine likely perceived this fundamental solidity as increasingly attractive given VZ's recent share price activity. Specifically, the consecutive weight increases observed on July 15th and 16th, 2026, occurred as VZ's share price traded around $43.59, having seen a 14.0% decline over the prior 90 days. The AI-managed ETF, designed for weekly rebalancing within its ~100 US large-cap universe, appears to have capitalized on a temporary dip, accumulating VZ while it was trading significantly below its 52-week high of $51.38, reflecting the AI's algorithm finding value in a recently underperforming large-cap that fits its core criteria.
weight 0.530% → 0.560% (+0.030 pp)·stock down 6.8% in the 30 days before
Jul 16·entry $43.88·now $43.50Fresh
-0.87%
since Jul 16
LQAI · Weight decrease · 2d
LG-Qraft's AI engine, which governs LQAI's weekly rebalances across its approximately 100 US large-cap holdings, adjusted its ranking for Verizon (VZ) based on evolving market conditions. This AI-driven name selection resulted in a consecutive weight decrease for VZ, moving from 0.48% to 0.43% between June 26th and June 30th, indicating the algorithm's re-evaluation of the stock. The AI's model likely registered VZ's recent stock performance, particularly its 9.5% decline over the prior 30 days, influencing its reduced allocation within the core large-cap portfolio. Operating with a style midway between broad market and concentrated momentum funds, the Qraft AI continually assesses companies like VZ, where a modest 2.85% revenue growth might not have been sufficient to maintain its prior weight given other factors.
weight 0.480% → 0.430% (-0.050 pp)·stock down 11.4% in the 30 days before
Jun 30·entry $42.34·now $43.50
+2.74%
since Jun 30
LQAI · Weight decrease · 2d
LQAI's allocation to VZ exhibited a distinct pattern of consecutive, minor decreases, specifically noting daily reductions from 0.49% to 0.47% over June 23rd to June 25th, following an earlier 0.02% reduction on June 18th. This measured rebalancing aligns with Qraft's AI engine applying its ranking to a large-cap core universe, subtly adjusting VZ's position as the stock, at $46.54, trades near 91% of its 52-week high despite experiencing negative 30-day and 90-day returns of -1.1% and -3.1% respectively. Given VZ's modest revenue growth of 2.85% and its current valuation metrics, this gradual reduction suggests the AI, which favors AI-driven name selection without heavy factor tilt, may be recalibrating its confidence in VZ's near-term upside relative to other large-cap opportunities at its elevated price point within the range.
weight 0.490% → 0.470% (-0.020 pp)·stock down 5.0% in the 30 days before
Jun 25·entry $46.07·now $43.50
-5.58%
since Jun 25
LQAI · Weight increase · 2d
Verizon Communications presents a financial profile with a PER of 11.31, PBR of 1.64, revenue growth of 2.85%, and an ROE of 16.68%, which generally fits LQAI’s core large-cap, AI-driven selection approach, prioritizing established companies without strong factor tilts. The Qraft AI ranking system, managing LQAI, initiated a sequence of positive adjustments to VZ's weight, moving from 0.49% to 0.51% between June 9th and June 10th. This sequential increase suggests the AI identified a developing positive signal for the stock within its criteria, prompting higher allocation. The timing of this upward revision aligns with VZ's price of $46.95, which is currently at 91% of its 52-week high, indicating the AI's confidence in the stock's continued performance despite its recent 90-day return of +5.2%.
weight 0.480% → 0.510% (+0.030 pp)·stock down 0.6% in the 30 days before
Jun 10·entry $46.95·now $43.50Fresh
-7.35%
since Jun 10
LQAI · Weight decrease · 2d
weight 0.490% → 0.460% (-0.030 pp)·stock down 5.2% in the 30 days before
Jun 4·entry $44.87·now $43.50
-3.05%
since Jun 4
-10.29%
since May 26
-7.56%
since May 14
QRFT · Weight decrease · 2d
QRFT, managed by Qraft AI combining traditional factors with proprietary alternative-data overlays, actively manages its ~300 US large-cap portfolio with a weekly rebalance cadence. This dynamic methodology likely drove the consecutive weight decrease observed for Verizon Communications on June 29th and 30th. The AI’s models would have processed VZ’s recent market behavior, specifically noting its 30-day return of -9.5%. Despite VZ's PER of 11.25, reflecting a potential value component, the AI’s comprehensive evaluation across value, momentum, quality, and low-volatility factors, alongside alternative data inputs, indicated a reduced allocation was warranted within its broad large-cap core strategy.
weight 0.430% → 0.380% (-0.050 pp)·stock down 11.4% in the 30 days before
Jun 30·entry $42.34·now $43.50
+2.74%
since Jun 30
QRFT · Weight decrease · 2d
Verizon Communications, with a PER of 10.93, a PBR of 1.64, and an ROE of 16.68%, generally aligns with Qraft AI’s broad large-cap core style, which considers traditional factors like value and quality. However, the Qraft AI system initiated consecutive weight reductions for VZ from June 17th to June 18th, decreasing its allocation from 0.4200% to 0.4000%. This adjustment occurred while the stock was trading around $45.37, a price point still at 88% of its 52-week high, even as it had posted negative 30-day and 90-day returns. The AI likely integrated its proprietary alternative-data overlays with momentum or low-volatility factors, perceiving a comparatively less favorable outlook for VZ within the ~300 US large-cap portfolio at that specific market level.
weight 0.420% → 0.400% (-0.020 pp)·stock down 5.0% in the 30 days before
Jun 18·entry $45.37·now $43.50
-4.12%
since Jun 18
QRFT · Weight increase · 2d
Verizon, trading at $46.95 and near 91% of its $51.38 52-week high, has exhibited positive short-term price momentum with a +5.2% 90-day return and +8.4% over the past year. This upward price trajectory likely strengthened momentum signals within Qraft AI's weekly evaluation, which integrates traditional factors. QRFT's methodology, blending signals like a PER of 11.31, PBR of 1.64, and ROE of 16.68% with proprietary alternative data, likely found an appealing combination of value and quality for this large-cap company. The Qraft AI system, managing this broad large-cap core fund, subsequently increased VZ's weight consecutively on June 9-10 to 0.44%, indicating a confirmed signal from its multi-factor model for a diversified portfolio. This rebalancing reflects the fund's AI tilt actively adjusting to market conditions and underlying company fundamentals.
weight 0.410% → 0.440% (+0.030 pp)·stock down 0.6% in the 30 days before
Jun 10·entry $46.95·now $43.50Fresh
-7.35%
since Jun 10
QRFT · Weight decrease · 2d
weight 0.420% → 0.400% (-0.020 pp)·stock down 5.2% in the 30 days before
Jun 4·entry $44.87·now $43.50
-3.05%
since Jun 4
AIEQ · Weight decrease · 2d
Verizon Communications Inc. (VZ) is trading at $41.99, positioned at 82% of its 52-week high, following significant declines of 12.0% over the last 30 days and 15.5% over 90 days. This recent negative price trajectory likely signaled a bearish shift within the IBM Watson NLP engine, which AIEQ utilizes to process daily news, social posts, and analyst notes. Despite VZ's PER of 10.67 and ROE of 16.68%, the consecutive weight decreases from 0.29% to 0.05% reflect AIEQ's hybrid strategy prioritizing evolving sentiment and short-term momentum. The rapid adjustment underscores AIEQ's daily rebalancing and high-turnover approach, quickly reducing exposure to VZ as its perceived outlook deteriorated.
weight 0.290% → 0.050% (-0.240 pp)·stock down 12.0% in the 30 days before
Jul 1·entry $41.99·now $43.50
+3.60%
since Jul 1
AIEQ · Weight increase · 2d
Verizon's PER of 11.31 and PBR of 1.64, coupled with a 16.68% ROE and 2.85% revenue growth, illustrate a fundamentally sound position in the Communication Services sector, aligning with AIEQ's broad market, fundamentals-plus-sentiment approach. These financial metrics, along with other data points from filings and news, were likely ingested and analyzed by IBM Watson NLP. The detected consecutive weight increase from 0.2900% to 0.3000% between June 10th and 11th, 2026, occurred when VZ's price of $46.94 was at 91% of its 52-week high, yet after a 30-day return showing a slight decline of 2.3%. This suggests EquBot's risk overlay interpreted a positive shift in sentiment or updated fundamental data, prompting the precise, daily portfolio adjustment for VZ despite its relatively high range within the past year.
weight 0.280% → 0.300% (+0.020 pp)·stock down 2.1% in the 30 days before
Jun 11·entry $46.94·now $43.50Fresh
-7.33%
since Jun 11
-8.86%
since May 30
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jun 28
The framework's verdict is 'Fail' for Verizon due to insufficient data to fully assess key financial health and margin of safety criteria. This contrasts with the mixed signals from AI ETFs, where PQUS shows an increasing weight trend, while LQAI and QRFT show decreasing trends, indicating varying machine-driven outlooks.
- Circle of CompetenceThe stable, subscription-based nature of telecommunication services allows for reasonably predictable long-term cash flow projections, fitting within the circle of competence.
- Economic MoatVerizon benefits from significant scale, high switching costs for customers, a strong brand, and regulatory licenses that collectively form a durable economic moat.
- ManagementAssessing management's consistent capital allocation discipline, especially regarding M&A and debt management, and their candor without more detailed historical communications is not fully possible from the provided data.
- Financial HealthThe absence of historical ROE data, operating margin trends, and the inability to calculate owner earnings from the provided information significantly hinders a comprehensive assessment of financial health, particularly given the capital intensity and debt levels typical of the industry.
- Margin of SafetyWithout sufficient financial data to project future cash flows and perform a conservative intrinsic value calculation, a definitive assessment of an adequate margin of safety is not possible.
While Verizon's core business falls within the circle of competence and possesses a strong economic moat, the limited financial data prevents a comprehensive assessment of management's capital allocation, long-term financial health, and a clear margin of safety. The inability to fully evaluate these critical aspects under the framework leads to a 'Fail' verdict, highlighting data dependency in value investing.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.