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
2015 Q3	–	Sell	-18,700	Closed	-$1K	–	82
2015 Q2	$1K	Buy	+18,700	New	+$915K	﹤0.01%	70

Other funds holding VZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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. 3,102 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.
3,102 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.