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Callan Capital’s Verizon VZ Stock Holding History

Callan 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
2025
Q1 		$494K Buy
10,898
+3,222
+42% +$134K 0.04% 206
2024
Q4 		$307K Buy
7,676
+1,180
+18% +$49.8K 0.02% 250
2024
Q3 		$292K Buy
6,496
+1,105
+20% +$46.1K 0.02% 268
2024
Q2 		$222K Sell
5,391
-12
-0.2% -$484 0.02% 287
2024
Q1 		$227K Buy
+5,403
New +$218K 0.02% 257
2023
Q1 		– Sell
-8,742
Closed -$344K – 197
2022
Q4 		$344K Buy
+8,742
New +$329K 0.04% 131

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Callan Capital's VZ Position: Q1 2025 in Review

Callan Capital increased its Verizon (VZ) stake by 42% in Q1 2025, buying an estimated $134K and bringing the position to 10,898 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #206.

Callan Capital first reported a position in VZ in Q4 2022 and has held it in 6 quarters since. 3,050 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

  • Callan Capital held 10,898 shares of Verizon worth $494K as of Q1 2025.
  • Callan Capital bought 3,222 Verizon shares in Q1 2025, an estimated $134K.
  • Verizon made up 0.04% of Callan Capital's portfolio in Q1 2025, its #206 holding.
  • Callan Capital first reported a position in Verizon in Q4 2022 and has held it in 6 quarters since.
  • 3,050 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.