American Trust Investment Advisors’s Verizon VZ Stock Holding History

American Trust Investment Advisors’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 Q2	–	Sell	-19,656	Closed	-$892K	–	99
2025 Q1	$892K	Buy	19,656 +2,565	+15%	+$107K	0.37%	52
2024 Q4	$683K	Buy	17,091 +4,035	+31%	+$170K	0.28%	65
2024 Q3	$586K	Buy	+13,056	New	+$545K	0.24%	64
2022 Q2	–	Sell	-4,366	Closed	-$222K	–	91
2022 Q1	$222K	Sell	4,366 -166	-4%	-$8.79K	0.11%	85
2021 Q4	$235K	Buy	4,532 +760	+20%	+$39.7K	0.12%	82
2021 Q3	$204K	Hold	3,772	–	–	0.11%	82
2021 Q2	$211K	Buy	+3,772	New	+$216K	0.11%	82

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

American Trust Investment Advisors's VZ Position: Q2 2025 in Review

American Trust Investment Advisors sold out of Verizon (VZ) in Q2 2025, closing a stake of 19,656 shares — an estimated $892K sold.

American Trust Investment Advisors first reported a position in VZ in Q2 2021 and held it in 7 quarters. The position peaked at $892K in Q1 2025. 3,037 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

American Trust Investment Advisors reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
American Trust Investment Advisors sold 19,656 Verizon shares in Q2 2025, an estimated $892K.
American Trust Investment Advisors first reported a position in Verizon in Q2 2021 and held it in 7 quarters.
American Trust Investment Advisors's Verizon position peaked at $892K in Q1 2025.
3,037 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on American Trust Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.