Alethea Capital Management’s Verizon VZ Stock Holding History

Alethea Capital Management’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
2025 Q4	–	Sell	-11,732	Closed	-$516K	–	35
2025 Q3	$516K	Buy	+11,732	New	+$508K	0.33%	14
2023 Q1	–	Sell	-5,489	Closed	-$216K	–	62
2022 Q4	$216K	Buy	+5,489	New	+$207K	0.21%	38
2022 Q3	–	Sell	-12,876	Closed	-$653K	–	77
2022 Q2	$653K	Sell	12,876 -4,653	-27%	-$235K	0.82%	10
2022 Q1	$893K	Buy	+17,529	New	+$929K	0.81%	14
2021 Q3	–	Sell	-3,600	Closed	-$202K	–	110
2021 Q2	$202K	Sell	3,600 -12,317	-77%	-$707K	0.13%	78
2021 Q1	$926K	Buy	+15,917	New	+$898K	0.56%	18
2020 Q4	–	Sell	-11,371	Closed	-$676K	–	90
2020 Q3	$676K	Buy	11,371 +3,212	+39%	+$187K	0.46%	25
2020 Q2	$450K	Buy	+8,159	New	+$459K	0.26%	52
2020 Q1	–	Sell	-6,634	Closed	-$407K	–	122
2019 Q4	$407K	Hold	6,634	–	–	0.17%	52
2019 Q3	$400K	Buy	6,634 +300	+5%	+$17.3K	0.25%	52
2019 Q2	$362K	Sell	6,334 -24,393	-79%	-$1.41M	0.24%	65
2019 Q1	$1.82M	Buy	+30,727	New	+$1.74M	1.29%	9
2018 Q3	–	Sell	-10,063	Closed	-$506K	–	94
2018 Q2	$506K	Buy	+10,063	New	+$487K	0.86%	33
2017 Q3	–	Sell	-27,306	Closed	-$1.22M	–	103
2017 Q2	$1.22M	Buy	+27,306	New	+$1.27M	1.38%	25
2015 Q4	–	Sell	-11,833	Closed	-$515K	–	88
2015 Q3	$515K	Buy	+11,833	New	+$546K	0.78%	32
2015 Q1	–	Sell	-12,394	Closed	-$580K	–	107
2014 Q4	$580K	Buy	+12,394	New	+$606K	0.59%	52

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $1T AUM

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Alethea Capital Management's VZ Position: Q4 2025 in Review

Alethea Capital Management sold out of Verizon (VZ) in Q4 2025, closing a stake of 11,732 shares — an estimated $516K sold.

Alethea Capital Management first reported a position in VZ in Q4 2014 and held it in 16 quarters. The position peaked at $1.82M in Q1 2019. 3,108 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

Alethea Capital Management reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
Alethea Capital Management sold 11,732 Verizon shares in Q4 2025, an estimated $516K.
Alethea Capital Management first reported a position in Verizon in Q4 2014 and held it in 16 quarters.
Alethea Capital Management's Verizon position peaked at $1.82M in Q1 2019.
3,108 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Alethea Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.