Caprock Group’s Verizon VZ Stock Holding History

Caprock Group’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	$5.87M	Sell	138,719 -9,385	-6%	-$440K	0.11%	142
2026 Q1	$7.43M	Buy	148,104 +22,902	+18%	+$1.06M	0.18%	93
2025 Q4	$5.1M	Sell	125,202 -221	-0.2%	-$8.96K	0.11%	158
2025 Q3	$5.55M	Buy	+125,423	New	+$5.43M	0.14%	120
2025 Q1	$5.63M	Buy	124,026 +4,853	+4%	+$202K	0.17%	103
2024 Q4	$4.77M	Sell	119,173 -6,438	-5%	-$272K	0.16%	103
2024 Q3	$5.64M	Buy	125,611 +6,851	+6%	+$286K	0.21%	80
2024 Q2	$4.9M	Buy	118,760 +65,985	+125%	+$2.66M	0.2%	77
2024 Q1	$2.21M	Sell	52,775 -2,620	-5%	-$106K	0.13%	113
2023 Q4	$2.09M	Sell	55,395 -5,406	-9%	-$191K	0.13%	123
2023 Q3	$1.97M	Buy	60,801 +11,574	+24%	+$391K	0.15%	101
2023 Q2	$1.83M	Sell	49,227 -4,908	-9%	-$182K	0.13%	117
2023 Q1	$2.11M	Buy	54,135 +11,881	+28%	+$469K	0.16%	100
2022 Q4	$1.66M	Buy	42,254 +2,916	+7%	+$110K	0.16%	103
2022 Q3	$1.49M	Buy	39,338 +451	+1%	+$20.1K	0.14%	105
2022 Q2	$1.97M	Sell	38,887 -3,579	-8%	-$181K	0.19%	79
2022 Q1	$2.16M	Buy	42,466 +6,975	+20%	+$369K	0.2%	81
2021 Q4	$1.84M	Sell	35,491 -4,304	-11%	-$225K	0.15%	98
2021 Q3	$2.15M	Sell	39,795 -8,416	-17%	-$466K	0.19%	77
2021 Q2	$2.7M	Buy	48,211 +5,465	+13%	+$314K	0.25%	67
2021 Q1	$2.49M	Sell	42,746 -7,433	-15%	-$419K	0.27%	62
2020 Q4	$2.95M	Sell	50,179 -1,504	-3%	-$89.3K	0.34%	51
2020 Q3	$3.08M	Sell	51,683 -5,510	-10%	-$320K	0.42%	44
2020 Q2	$3.15M	Buy	57,193 +5,257	+10%	+$296K	0.47%	39
2020 Q1	$2.79M	Buy	51,936 +12,555	+32%	+$718K	0.53%	33
2019 Q4	$2.42M	Buy	39,381 +611	+2%	+$36.9K	0.43%	45
2019 Q3	$2.34M	Sell	38,770 -1,272	-3%	-$73.3K	0.46%	42
2019 Q2	$2.29M	Sell	40,042 -3,451	-8%	-$199K	0.45%	42
2019 Q1	$2.57M	Sell	43,493 -1,642	-4%	-$93K	0.5%	40
2018 Q4	$2.54M	Buy	45,135 +3,447	+8%	+$196K	0.58%	34
2018 Q3	$2.23M	Sell	41,688 -2,534	-6%	-$134K	0.45%	38
2018 Q2	$2.23M	Sell	44,222 -976	-2%	-$47.2K	0.47%	36
2018 Q1	$2.16M	Buy	45,198 +118	+0.3%	+$5.93K	0.46%	36
2017 Q4	$2.36M	Buy	45,080 +7,364	+20%	+$362K	0.46%	37
2017 Q3	$1.87M	Sell	37,716 -226	-0.6%	-$10.6K	0.39%	43
2017 Q2	$1.69M	Buy	37,942 +861	+2%	+$40.1K	0.38%	49
2017 Q1	$1.81M	Buy	37,081 +1,265	+4%	+$63.5K	0.42%	42
2016 Q4	$1.91M	Sell	35,816 -12,171	-25%	-$608K	0.48%	39
2016 Q3	$2.49M	Buy	47,987 +3,249	+7%	+$174K	0.57%	34
2016 Q2	$2.5M	Buy	44,738 +901	+2%	+$46.7K	0.61%	37
2016 Q1	$2.37M	Buy	43,837 +39,435	+896%	+$1.97M	0.56%	34
2015 Q4	$203K	Buy	+4,402	New	+$200K	0.12%	80
2015 Q3	–	Sell	-4,426	Closed	-$206K	–	95
2015 Q2	$206K	Buy	+4,426	New	+$217K	0.19%	73

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Caprock Group's VZ Position: Q2 2026 in Review

Caprock Group reduced its Verizon (VZ) stake by 6.3% in Q2 2026, selling an estimated $440K and leaving 138,719 shares worth $5.87M. The position accounts for 0.11% of the portfolio, ranked #142.

Caprock Group first reported a position in VZ in Q2 2015 and has held it in 43 quarters since. The position peaked at $7.43M in Q1 2026. 1,638 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Caprock Group held 138,719 shares of Verizon worth $5.87M as of Q2 2026.
Caprock Group sold 9,385 Verizon shares in Q2 2026, an estimated $440K.
Verizon made up 0.11% of Caprock Group's portfolio in Q2 2026, its #142 holding.
Caprock Group first reported a position in Verizon in Q2 2015 and has held it in 43 quarters since.
Caprock Group's Verizon position peaked at $7.43M in Q1 2026.
1,638 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.