Caldwell Sutter Capital
VZ icon

Caldwell Sutter Capital’s Verizon VZ Stock Holding History

Caldwell Sutter 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
Q3 		$1.21M Buy
26,339
+841
+3% +$39.6K 0.45% 52
2026
Q2 		$1.08M Buy
25,498
+247
+1% +$11.6K 0.41% 62
2026
Q1 		$1.27M Buy
25,251
+775
+3% +$35.9K 0.52% 46
2025
Q4 		$997K Sell
24,476
-1,043
-4% -$42.3K 0.42% 61
2025
Q3 		$1.12M Sell
25,519
-147
-0.6% -$6.36K 0.48% 55
2025
Q2 		$1.11M Sell
25,666
-43
-0.2% -$1.86K 0.51% 48
2025
Q1 		$1.17M Sell
25,709
-445
-2% -$18.5K 0.55% 46
2024
Q4 		$1.05M Buy
26,154
+1,122
+4% +$47.3K 0.49% 54
2024
Q3 		$1.12M Buy
25,032
+478
+2% +$19.9K 0.52% 49
2024
Q2 		$1.01M Buy
24,554
+1,122
+5% +$45.2K 0.5% 52
2024
Q1 		$983K Buy
23,432
+390
+2% +$15.7K 0.47% 62
2023
Q4 		$869K Sell
23,042
-1,623
-7% -$57.4K 0.44% 62
2023
Q3 		$799K Sell
24,665
-1,810
-7% -$61.2K 0.44% 65
2023
Q2 		$985K Buy
26,475
+9,699
+58% +$359K 0.52% 50
2023
Q1 		$652K Buy
16,776
+8,373
+100% +$330K 0.48% 54
2022
Q4 		$331K Buy
+8,403
New +$317K 0.29% 76

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Caldwell Sutter Capital's VZ Position: Q3 2026 in Review

Caldwell Sutter Capital increased its Verizon (VZ) stake by 3.3% in Q3 2026, buying an estimated $39.6K and bringing the position to 26,339 shares worth $1.21M. The position accounts for 0.45% of the portfolio, ranked #52.

Caldwell Sutter Capital first reported a position in VZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q1 2026. 2,230 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Caldwell Sutter Capital held 26,339 shares of Verizon worth $1.21M as of Q3 2026.
  • Caldwell Sutter Capital bought 841 Verizon shares in Q3 2026, an estimated $39.6K.
  • Verizon made up 0.45% of Caldwell Sutter Capital's portfolio in Q3 2026, its #52 holding.
  • Caldwell Sutter Capital first reported a position in Verizon in Q4 2022 and has held it in 16 quarters since.
  • Caldwell Sutter Capital's Verizon position peaked at $1.27M in Q1 2026.
  • 2,230 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.