Altrius Capital Management
VZ icon

Altrius Capital Management’s Verizon VZ Stock Holding History

Altrius 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
2026
Q3 		$6.29M Buy
137,082
+6,132
+5% +$288K 1.12% 46
2026
Q2 		$5.54M Buy
130,950
+2,139
+2% +$100K 1.05% 58
2026
Q1 		$6.47M Buy
128,811
+5,806
+5% +$269K 1.29% 36
2025
Q4 		$5.01M Buy
123,005
+6,907
+6% +$280K 1.06% 56
2025
Q3 		$5.1M Buy
116,098
+2,305
+2% +$100K 1.16% 46
2025
Q2 		$4.92M Sell
113,793
-107
-0.1% -$4.63K 1.15% 40
2025
Q1 		$5.17M Buy
113,900
+1,296
+1% +$54K 1.26% 38
2024
Q4 		$4.5M Sell
112,604
-5
-0% -$211 1.21% 43
2024
Q3 		$5.06M Buy
112,609
+2,852
+3% +$119K 1.27% 39
2024
Q2 		$4.53M Buy
109,757
+304
+0.3% +$12.3K 1.19% 42
2024
Q1 		$4.59M Buy
109,453
+6,579
+6% +$265K 1.16% 39
2023
Q4 		$3.88M Buy
102,874
+653
+0.6% +$23.1K 1.08% 43
2023
Q3 		$3.31M Buy
102,221
+14,472
+16% +$489K 0.98% 54
2023
Q2 		$3.26M Buy
87,749
+4,485
+5% +$166K 0.97% 54
2023
Q1 		$3.24M Buy
83,264
+3,612
+5% +$142K 0.99% 52
2022
Q4 		$3.14M Buy
79,652
+7,288
+10% +$275K 0.98% 56
2022
Q3 		$2.75M Sell
72,364
-7,219
-9% -$322K 1.05% 61
2022
Q2 		$4.04M Buy
+79,583
New +$4.03M 1.31% 39

Other funds holding VZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Altrius Capital Management's VZ Position: Q3 2026 in Review

Altrius Capital Management increased its Verizon (VZ) stake by 4.7% in Q3 2026, buying an estimated $288K and bringing the position to 137,082 shares worth $6.29M. The position accounts for 1.12% of the portfolio, ranked #46.

Altrius Capital Management first reported a position in VZ in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.47M in Q1 2026. 2,819 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Altrius Capital Management held 137,082 shares of Verizon worth $6.29M as of Q3 2026.
  • Altrius Capital Management bought 6,132 Verizon shares in Q3 2026, an estimated $288K.
  • Verizon made up 1.12% of Altrius Capital Management's portfolio in Q3 2026, its #46 holding.
  • Altrius Capital Management first reported a position in Verizon in Q2 2022 and has held it in 18 quarters since.
  • Altrius Capital Management's Verizon position peaked at $6.47M in Q1 2026.
  • 2,819 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Altrius Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.