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Broadwater Capital’s Verizon VZ Stock Holding History

Broadwater Capital’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 		$792K Sell
18,715
-1,949
-9% -$91.4K 0.57% 34
2026
Q1 		$842K Hold
20,664
– – 0.63% 36
2025
Q4 		$842K Sell
20,664
-6,393
-24% -$259K 0.63% 36
2025
Q3 		$1.19M Sell
27,057
-1,143,699
-98% -$49.5M 0.87% 31
2025
Q2 		$1.17B Buy
1,170,756
+1,143,699
+4,227% +$49.5M 0.91% 28
2025
Q1 		$1.23M Sell
27,057
-210
-0.8% -$8.74K 0.96% 28
2024
Q4 		$1.09M Sell
27,267
-447
-2% -$18.9K 0.84% 30
2024
Q3 		$1.24M Sell
27,714
-1,696
-6% -$70.8K 0.92% 29
2024
Q2 		$1.21M Buy
29,410
+3
+0% +$121 0.94% 27
2024
Q1 		$1.23M Sell
29,407
-2,300
-7% -$92.8K 0.95% 29
2023
Q4 		$1.2M Buy
+31,707
New +$1.12M 0.94% 31

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Broadwater Capital's VZ Position: Q2 2026 in Review

Broadwater Capital reduced its Verizon (VZ) stake by 9.4% in Q2 2026, selling an estimated $91.4K and leaving 18,715 shares worth $792K. The position accounts for 0.57% of the portfolio, ranked #34.

Broadwater Capital first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17B in Q2 2025. 1,840 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Broadwater Capital held 18,715 shares of Verizon worth $792K as of Q2 2026.
  • Broadwater Capital sold 1,949 Verizon shares in Q2 2026, an estimated $91.4K.
  • Verizon made up 0.57% of Broadwater Capital's portfolio in Q2 2026, its #34 holding.
  • Broadwater Capital first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Verizon position peaked at $1.17B in Q2 2025.
  • 1,840 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.