CAPTRUST Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $66.1M | Buy |
1,317,698
+688,449
| +109% | +$31.9M | 0.12% | 155 |
|
|
2025
Q4 | $25.6M | Sell |
629,249
-34,773
| -5% | -$1.41M | 0.05% | 278 |
|
|
2025
Q3 | $29.2M | Sell |
664,022
-6,428
| -1% | -$278K | 0.06% | 241 |
|
|
2025
Q2 | $29M | Buy |
670,450
+36,914
| +6% | +$1.6M | 0.06% | 241 |
|
|
2025
Q1 | $28.7M | Sell |
633,536
-2,721
| -0.4% | -$113K | 0.07% | 223 |
|
|
2024
Q4 | $25.4M | Sell |
636,257
-3,715
| -0.6% | -$157K | 0.07% | 198 |
|
|
2024
Q3 | $28.7M | Sell |
639,972
-26,931
| -4% | -$1.12M | 0.09% | 177 |
|
|
2024
Q2 | $27.5M | Sell |
666,903
-29,018
| -4% | -$1.17M | 0.09% | 172 |
|
|
2024
Q1 | $29.2M | Sell |
695,921
-41,920
| -6% | -$1.69M | 0.11% | 167 |
|
|
2023
Q4 | $27.8M | Sell |
737,841
-28,629
| -4% | -$1.01M | 0.1% | 181 |
|
|
2023
Q3 | $24.8M | Sell |
766,470
-77,155
| -9% | -$2.61M | 0.09% | 178 |
|
|
2023
Q2 | $31.4M | Sell |
843,625
-108,833
| -11% | -$4.03M | 0.12% | 144 |
|
|
2023
Q1 | $37M | Sell |
952,458
-582,550
| -38% | -$23M | 0.16% | 128 |
|
|
2022
Q4 | $60.5M | Sell |
1,535,008
-292,319
| -16% | -$11M | 0.3% | 69 |
|
|
2022
Q3 | $69.4M | Buy |
1,827,327
+289,202
| +19% | +$12.9M | 0.4% | 53 |
|
|
2022
Q2 | $78.1M | Buy |
1,538,125
+108,925
| +8% | +$5.51M | 0.5% | 42 |
|
|
2022
Q1 | $72.8M | Sell |
1,429,200
-8,497
| -0.6% | -$450K | 0.47% | 41 |
|
|
2021
Q4 | $74.7M | Buy |
1,437,697
+112,254
| +8% | +$5.86M | 0.51% | 40 |
|
|
2021
Q3 | $71.6M | Buy |
1,325,443
+104,972
| +9% | +$5.81M | 0.59% | 35 |
|
|
2021
Q2 | $68.4M | Buy |
1,220,471
+62,650
| +5% | +$3.6M | 0.64% | 32 |
|
|
2021
Q1 | $67.3M | Buy |
1,157,821
+241,404
| +26% | +$13.6M | 0.73% | 19 |
|
|
2020
Q4 | $53.8M | Buy |
916,417
+100,040
| +12% | +$5.94M | 0.71% | 22 |
|
|
2020
Q3 | $48.5M | Sell |
816,377
-115,884
| -12% | -$6.73M | 0.8% | 18 |
|
|
2020
Q2 | $51M | Buy |
932,261
+18,657
| +2% | +$1.05M | 0.84% | 16 |
|
|
2020
Q1 | $48.3M | Sell |
913,604
-9,112
| -1% | -$521K | 1.07% | 10 |
|
|
2019
Q4 | $56.3M | Buy |
922,716
+679,123
| +279% | +$41M | 0.89% | 15 |
|
|
2019
Q3 | $14.7M | Sell |
243,593
-14,058
| -5% | -$810K | 0.52% | 40 |
|
|
2019
Q2 | $14.7M | Buy |
257,651
+30,059
| +13% | +$1.73M | 0.54% | 38 |
|
|
2019
Q1 | $13.5M | Buy |
227,592
+3,239
| +1% | +$183K | 0.55% | 36 |
|
|
2018
Q4 | $12.6M | Sell |
224,353
-1,103
| -0.5% | -$62.6K | 0.68% | 27 |
|
|
2018
Q3 | $12M | Buy |
225,456
+56,690
| +34% | +$3M | 0.54% | 33 |
|
|
2018
Q2 | $8.49M | Buy |
168,766
+29,842
| +21% | +$1.44M | 0.47% | 37 |
|
|
2018
Q1 | $6.55M | Sell |
138,924
-14,268
| -9% | -$717K | 0.41% | 41 |
|
|
2017
Q4 | $8.11M | Buy |
153,192
+148,400
| +3,097% | +$7.3M | 0.49% | 38 |
|
|
2017
Q3 | $240K | Buy |
+4,792
| New | +$225K | 0.02% | 188 |
|
Other funds holding VZ
VCM
VPM
CAPTRUST Financial Advisors's VZ Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Verizon (VZ) stake by 109% in Q1 2026, buying an estimated $31.9M and bringing the position to 1,317,698 shares worth $66.1M. The position accounts for 0.12% of the portfolio, ranked #155.
CAPTRUST Financial Advisors first reported a position in VZ in Q3 2017 and has held it in 35 quarters since. The position peaked at $78.1M in Q2 2022. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- CAPTRUST Financial Advisors held 1,317,698 shares of Verizon worth $66.1M as of Q1 2026.
- CAPTRUST Financial Advisors bought 688,449 Verizon shares in Q1 2026, an estimated $31.9M.
- Verizon made up 0.12% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #155 holding.
- CAPTRUST Financial Advisors first reported a position in Verizon in Q3 2017 and has held it in 35 quarters since.
- CAPTRUST Financial Advisors's Verizon position peaked at $78.1M in Q2 2022.
- 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.