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Annis Gardner Whiting Capital Advisors’s Verizon VZ Stock Holding History

Annis Gardner Whiting Capital 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
2026
Q2 		$718K Sell
16,961
-1,489
-8% -$69.9K 0.11% 158
2026
Q1 		$926K Sell
18,450
-82
-0.4% -$3.8K 0.15% 119
2025
Q4 		$755K Buy
18,532
+6,340
+52% +$257K 0.14% 129
2025
Q3 		$536K Buy
12,192
+1,279
+12% +$55.4K 0.11% 157
2025
Q2 		$472K Buy
10,913
+678
+7% +$29.4K 0.16% 125
2025
Q1 		$464K Buy
10,235
+119
+1% +$4.95K 0.2% 108
2024
Q4 		$405K Buy
10,116
+804
+9% +$33.9K 0.11% 148
2024
Q3 		$418K Sell
9,312
-712
-7% -$29.7K 0.12% 144
2024
Q2 		$413K Buy
10,024
+1,377
+16% +$55.5K 0.12% 148
2024
Q1 		$363K Buy
8,647
+1,107
+15% +$44.7K 0.13% 127
2023
Q4 		$284K Buy
7,540
+2,077
+38% +$73.5K 0.13% 125
2023
Q3 		$177K Buy
+5,463
New +$185K 0.09% 148

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's VZ Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Verizon (VZ) stake by 8.1% in Q2 2026, selling an estimated $69.9K and leaving 16,961 shares worth $718K. The position accounts for 0.11% of the portfolio, ranked #158.

Annis Gardner Whiting Capital Advisors first reported a position in VZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $926K in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 16,961 shares of Verizon worth $718K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors sold 1,489 Verizon shares in Q2 2026, an estimated $69.9K.
  • Verizon made up 0.11% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #158 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Verizon in Q3 2023 and has held it in 12 quarters since.
  • Annis Gardner Whiting Capital Advisors's Verizon position peaked at $926K in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.