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Cassia Capital Partners’s Verizon VZ Stock Holding History

Cassia Capital Partners’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 		$1.46M Buy
29,035
+1,596
+6% +$74K 0.75% 33
2025
Q4 		$1.12M Sell
27,439
-226
-0.8% -$9.17K 0.6% 42
2025
Q3 		$1.22M Buy
27,665
+3,707
+15% +$160K 0.66% 40
2025
Q2 		$1.04M Sell
23,958
-131
-0.5% -$5.67K 0.62% 39
2025
Q1 		$1.09M Buy
24,089
+4,090
+20% +$170K 0.68% 35
2024
Q4 		$800K Buy
19,999
+6,533
+49% +$276K 0.51% 40
2024
Q3 		$605K Sell
13,466
-1,183
-8% -$49.4K 0.4% 44
2024
Q2 		$604K Sell
14,649
-1,276
-8% -$51.4K 0.4% 43
2024
Q1 		$668K Buy
15,925
+3,462
+28% +$140K 0.44% 42
2023
Q4 		$470K Sell
12,463
-189
-1% -$6.69K 0.39% 48
2023
Q3 		$410K Buy
12,652
+261
+2% +$8.82K 0.34% 45
2023
Q2 		$461K Buy
12,391
+2,659
+27% +$98.4K 0.36% 35
2023
Q1 		$378K Sell
9,732
-288
-3% -$11.4K 0.3% 31
2022
Q4 		$395K Buy
+10,020
New +$378K 0.32% 28
2021
Q3 		– Sell
-4,175
Closed -$234K – 132
2021
Q2 		$234K Buy
4,175
+619
+17% +$35.5K 0.18% 31
2021
Q1 		$207K Buy
+3,556
New +$201K 0.19% 22

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

Cassia Capital Partners's VZ Position: Q1 2026 in Review

Cassia Capital Partners increased its Verizon (VZ) stake by 5.8% in Q1 2026, buying an estimated $74K and bringing the position to 29,035 shares worth $1.46M. The position accounts for 0.75% of the portfolio, ranked #33.

Cassia Capital Partners first reported a position in VZ in Q1 2021 and has held it in 16 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Cassia Capital Partners held 29,035 shares of Verizon worth $1.46M as of Q1 2026.
  • Cassia Capital Partners bought 1,596 Verizon shares in Q1 2026, an estimated $74K.
  • Verizon made up 0.75% of Cassia Capital Partners's portfolio in Q1 2026, its #33 holding.
  • Cassia Capital Partners first reported a position in Verizon in Q1 2021 and has held it in 16 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Cassia Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.