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Capital Performance Advisors’s Verizon VZ Stock Holding History

Capital Performance 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
2026
Q1 		$565K Buy
11,248
+482
+4% +$22.3K 0.04% 208
2025
Q4 		$438K Buy
10,766
+3,407
+46% +$138K 0.03% 237
2025
Q3 		$323K Buy
7,359
+1,426
+24% +$61.7K 0.05% 198
2025
Q2 		$257K Buy
5,933
+849
+17% +$36.8K 0.05% 192
2025
Q1 		$231K Buy
+5,084
New +$212K 0.05% 212
2024
Q4 		– Sell
-691
Closed -$31K – 2658
2024
Q3 		$31K Buy
+691
New +$28.8K 0.01% 477

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Capital Performance Advisors's VZ Position: Q1 2026 in Review

Capital Performance Advisors increased its Verizon (VZ) stake by 4.5% in Q1 2026, buying an estimated $22.3K and bringing the position to 11,248 shares worth $565K. The position accounts for 0.04% of the portfolio, ranked #208.

Capital Performance Advisors first reported a position in VZ in Q3 2024 and has held it in 6 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Capital Performance Advisors held 11,248 shares of Verizon worth $565K as of Q1 2026.
  • Capital Performance Advisors bought 482 Verizon shares in Q1 2026, an estimated $22.3K.
  • Verizon made up 0.04% of Capital Performance Advisors's portfolio in Q1 2026, its #208 holding.
  • Capital Performance Advisors first reported a position in Verizon in Q3 2024 and has held it in 6 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.