Alaethes Wealth’s Verizon VZ Stock Holding History

Alaethes Wealth’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 Q2	–	Sell	-39,919	Closed	-$2M	–	132
2026 Q1	$2M	Buy	39,919 +7,063	+21%	+$327K	0.57%	55
2025 Q4	$1.34M	Sell	32,856 -699	-2%	-$28.4K	0.38%	79
2025 Q3	$1.47M	Buy	+33,555	New	+$1.45M	0.42%	79
2022 Q2	–	Sell	-2,984	Closed	-$152K	–	288
2022 Q1	$152K	Sell	2,984 -324	-10%	-$17.2K	0.1%	106
2021 Q4	$172K	Sell	3,308 -16,130	-83%	-$842K	0.11%	100
2021 Q3	$1.05M	Buy	19,438 +3,324	+21%	+$184K	0.76%	51
2021 Q2	$903K	Buy	16,114 +402	+3%	+$23.1K	0.7%	59
2021 Q1	$914K	Buy	+15,712	New	+$887K	0.85%	42

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alaethes Wealth's VZ Position: Q2 2026 in Review

Alaethes Wealth sold out of Verizon (VZ) in Q2 2026, closing a stake of 39,919 shares — an estimated $2M sold.

Alaethes Wealth first reported a position in VZ in Q1 2021 and held it in 8 quarters. The position peaked at $2M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Alaethes Wealth reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Alaethes Wealth sold 39,919 Verizon shares in Q2 2026, an estimated $2M.
Alaethes Wealth first reported a position in Verizon in Q1 2021 and held it in 8 quarters.
Alaethes Wealth's Verizon position peaked at $2M in Q1 2026.
3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.