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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
Q2 		$402K Sell
9,495
-1,753
-16% -$82.2K 0.03% 192
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Capital Performance Advisors reduced its Verizon (VZ) stake by 16% in Q2 2026, selling an estimated $82.2K and leaving 9,495 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #192.

Capital Performance Advisors first reported a position in VZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $565K in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Capital Performance Advisors held 9,495 shares of Verizon worth $402K as of Q2 2026.
  • Capital Performance Advisors sold 1,753 Verizon shares in Q2 2026, an estimated $82.2K.
  • Verizon made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #192 holding.
  • Capital Performance Advisors first reported a position in Verizon in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's Verizon position peaked at $565K in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.