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Capital Advisors Ltd’s Verizon VZ Stock Holding History

Capital Advisors Ltd’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 		$119K Sell
2,812
-190
-6% -$8.91K 0.01% 367
2026
Q1 		$151K Sell
3,002
-265
-8% -$12.3K 0.02% 324
2025
Q4 		$133K Buy
3,267
+147
+5% +$5.96K 0.02% 330
2025
Q3 		$137K Buy
3,120
+125
+4% +$5.41K 0.02% 324
2025
Q2 		$130K Sell
2,995
-296
-9% -$12.8K 0.02% 320
2025
Q1 		$149K Buy
3,291
+376
+13% +$15.7K 0.02% 302
2024
Q4 		$117K Buy
2,915
+263
+10% +$11.1K 0.01% 325
2024
Q3 		$119K Sell
2,652
-138
-5% -$5.76K 0.01% 323
2024
Q2 		$115K Sell
2,790
-48
-2% -$1.94K 0.01% 326
2024
Q1 		$119K Buy
2,838
+97
+4% +$3.91K 0.02% 328
2023
Q4 		$103K Buy
2,741
+138
+5% +$4.88K 0.01% 330
2023
Q3 		$84K Sell
2,603
-42
-2% -$1.42K 0.01% 348
2023
Q2 		$98K Buy
2,645
+922
+54% +$34.1K 0.01% 339
2023
Q1 		$67K Sell
1,723
-796
-32% -$31.4K 0.01% 347
2022
Q4 		$58K Buy
2,519
+958
+61% +$36.1K 0.01% 360
2022
Q3 		$59K Buy
1,561
+274
+21% +$12.2K 0.01% 353
2022
Q2 		$65K Sell
1,287
-133
-9% -$6.73K 0.01% 339
2022
Q1 		$72K Buy
1,420
+97
+7% +$5.14K 0.01% 342
2021
Q4 		$69K Sell
1,323
-145
-10% -$7.57K 0.01% 334
2021
Q3 		$79K Hold
1,468
– – 0.01% 292
2021
Q2 		$82K Hold
1,468
– – 0.01% 279
2021
Q1 		$85K Hold
1,468
– – 0.02% 258
2020
Q4 		$86K Sell
1,468
-400
-21% -$23.8K 0.02% 240
2020
Q3 		$111K Hold
1,868
– – 0.03% 204
2020
Q2 		$103K Hold
1,868
– – 0.03% 212
2020
Q1 		$100K Buy
1,868
+327
+21% +$18.7K 0.03% 199
2019
Q4 		$95K Buy
1,541
+739
+92% +$44.6K 0.02% 206
2019
Q3 		$48K Buy
802
+154
+24% +$8.87K 0.01% 261
2019
Q2 		$37K Sell
648
-1,704
-72% -$98.2K 0.01% 301
2019
Q1 		$139K Hold
2,352
– – 0.04% 184
2018
Q4 		$132K Hold
2,352
– – 0.04% 186
2018
Q3 		$126K Hold
2,352
– – 0.04% 193
2018
Q2 		$118K Sell
2,352
-1,525
-39% -$73.8K 0.04% 166
2018
Q1 		$185K Hold
3,877
– – 0.06% 132
2017
Q4 		$205K Hold
3,877
– – 0.07% 120
2017
Q3 		$192K Hold
3,877
– – 0.07% 118
2017
Q2 		$173K Hold
3,877
– – 0.06% 126
2017
Q1 		$189K Sell
3,877
-78
-2% -$3.91K 0.07% 113
2016
Q4 		$211K Buy
3,955
+78
+2% +$3.9K 0.09% 104
2016
Q3 		$202K Hold
3,877
– – 0.09% 104
2016
Q2 		$216K Sell
3,877
-53
-1% -$2.75K 0.1% 100
2016
Q1 		$213K Hold
3,930
– – 0.11% 96
2015
Q4 		$182K Hold
3,930
– – 0.09% 103
2015
Q3 		$171K Sell
3,930
-898
-19% -$41.4K 0.09% 103
2015
Q2 		$225K Buy
4,828
+460
+11% +$22.5K 0.12% 93
2015
Q1 		$212K Hold
4,368
– – 0.11% 91
2014
Q4 		$204K Buy
4,368
+1
+0% +$49 0.11% 94
2014
Q3 		$218K Sell
4,367
-1
-0% -$50 0.12% 86
2014
Q2 		$214K Hold
4,368
– – 0.12% 90
2014
Q1 		$208K Buy
4,368
+3,582
+456% +$169K 0.12% 90
2013
Q4 		$39K Buy
+786
New +$38.7K 0.03% 163

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Capital Advisors Ltd's VZ Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Verizon (VZ) stake by 6.3% in Q2 2026, selling an estimated $8.91K and leaving 2,812 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #367.

Capital Advisors Ltd first reported a position in VZ in Q4 2013 and has held it in 51 quarters since. The position peaked at $225K in Q2 2015. 1,701 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Capital Advisors Ltd held 2,812 shares of Verizon worth $119K as of Q2 2026.
  • Capital Advisors Ltd sold 190 Verizon shares in Q2 2026, an estimated $8.91K.
  • Verizon made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #367 holding.
  • Capital Advisors Ltd first reported a position in Verizon in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's Verizon position peaked at $225K in Q2 2015.
  • 1,701 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.