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Cape Investment Advisory’s Verizon VZ Stock Holding History

Cape Investment Advisory’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 		$886K Sell
20,934
-207
-1% -$9.71K 0.24% 77
2026
Q1 		$1.06M Buy
21,141
+115
+0.5% +$5.33K 0.35% 55
2025
Q4 		$856K Buy
21,026
+14,740
+234% +$598K 0.26% 72
2025
Q3 		$276K Sell
6,286
-14,001
-69% -$606K 0.27% 90
2025
Q2 		$878K Buy
20,287
+486
+2% +$21K 0.32% 67
2025
Q1 		$898K Buy
19,801
+1,535
+8% +$63.9K 0.36% 61
2024
Q4 		$730K Sell
18,266
-566
-3% -$23.9K 0.29% 68
2024
Q3 		$846K Buy
18,832
+855
+5% +$35.7K 0.34% 66
2024
Q2 		$741K Sell
17,977
-899
-5% -$36.2K 0.33% 67
2024
Q1 		$792K Buy
18,876
+3,151
+20% +$127K 0.37% 59
2023
Q4 		$593K Buy
15,725
+1,580
+11% +$55.9K 0.29% 67
2023
Q3 		$458K Buy
14,145
+1,876
+15% +$63.4K 0.26% 70
2023
Q2 		$456K Buy
12,269
+840
+7% +$31.1K 0.25% 69
2023
Q1 		$444K Buy
+11,429
New +$451K 0.27% 67

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cape Investment Advisory's VZ Position: Q2 2026 in Review

Cape Investment Advisory reduced its Verizon (VZ) stake by 0.98% in Q2 2026, selling an estimated $9.71K and leaving 20,934 shares worth $886K. The position accounts for 0.24% of the portfolio, ranked #77.

Cape Investment Advisory first reported a position in VZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.06M in Q1 2026. 1,772 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Cape Investment Advisory held 20,934 shares of Verizon worth $886K as of Q2 2026.
  • Cape Investment Advisory sold 207 Verizon shares in Q2 2026, an estimated $9.71K.
  • Verizon made up 0.24% of Cape Investment Advisory's portfolio in Q2 2026, its #77 holding.
  • Cape Investment Advisory first reported a position in Verizon in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Verizon position peaked at $1.06M in Q1 2026.
  • 1,772 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.