Caerus Investment Advisors’s Verizon VZ Stock Holding History

Caerus 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 Q4	–	Sell	-10,057	Closed	-$442K	–	364
2025 Q3	$442K	Buy	+10,057	New	+$435K	0.18%	132

Other funds holding VZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Caerus Investment Advisors's VZ Position: Q4 2025 in Review

Caerus Investment Advisors sold out of Verizon (VZ) in Q4 2025, closing a stake of 10,057 shares — an estimated $442K sold.

Caerus Investment Advisors first reported a position in VZ in Q3 2025 and held it in 1 quarter. The position peaked at $442K in Q3 2025. 3,108 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

Caerus Investment Advisors reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
Caerus Investment Advisors sold 10,057 Verizon shares in Q4 2025, an estimated $442K.
Caerus Investment Advisors first reported a position in Verizon in Q3 2025 and held it in 1 quarter.
Caerus Investment Advisors's Verizon position peaked at $442K in Q3 2025.
3,108 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.