Castleview Partners’s Verizon VZ Stock Holding History

Castleview 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 Q2	$448K	Buy	10,571 +2,246	+27%	+$105K	0.2%	124
2026 Q1	$418K	Sell	8,325 -809	-9%	-$37.5K	0.21%	110
2025 Q4	$372K	Buy	9,134 +1,072	+13%	+$43.5K	0.18%	118
2025 Q3	$354K	Buy	8,062 +1,454	+22%	+$62.9K	0.19%	107
2025 Q2	$286K	Buy	6,608 +634	+11%	+$27.5K	0.18%	135
2025 Q1	$271K	Buy	5,974 +62	+1%	+$2.58K	0.18%	136
2024 Q4	$238K	Buy	5,912 +140	+2%	+$5.91K	0.13%	171
2024 Q3	$259K	Sell	5,772 -50	-0.9%	-$2.09K	0.15%	147
2024 Q2	$240K	Buy	5,822 +287	+5%	+$11.6K	0.14%	151
2024 Q1	$232K	Buy	5,535 +739	+15%	+$29.8K	0.13%	164
2023 Q4	$181K	Buy	4,796 +1,076	+29%	+$38.1K	0.13%	143
2023 Q3	$121K	Sell	3,720 -343	-8%	-$11.6K	0.11%	155
2023 Q2	$151K	Sell	4,063 -1,675	-29%	-$62K	0.14%	138
2023 Q1	$223K	Buy	5,738 +45	+0.8%	+$1.77K	0.2%	119
2022 Q4	$224K	Buy	5,693 +127	+2%	+$4.79K	0.22%	107
2022 Q3	$211K	Buy	5,566 +5,562	+139,050%	+$248K	0.2%	105
2022 Q2	$0	Sell	4 -5,417	-100%	-$274K	﹤0.01%	818
2022 Q1	$276K	Buy	+5,421	New	+$287K	0.17%	124
2021 Q2	$397K	Buy	+7,093	New	+$407K	0.17%	118
2018 Q1	$232K	Buy	+4,859	New	+$244K	0.19%	102

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Castleview Partners's VZ Position: Q2 2026 in Review

Castleview Partners increased its Verizon (VZ) stake by 27% in Q2 2026, buying an estimated $105K and bringing the position to 10,571 shares worth $448K. The position accounts for 0.2% of the portfolio, ranked #124.

Castleview Partners first reported a position in VZ in Q1 2018 and has held it in 20 quarters since. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Castleview Partners held 10,571 shares of Verizon worth $448K as of Q2 2026.
Castleview Partners bought 2,246 Verizon shares in Q2 2026, an estimated $105K.
Verizon made up 0.2% of Castleview Partners's portfolio in Q2 2026, its #124 holding.
Castleview Partners first reported a position in Verizon in Q1 2018 and has held it in 20 quarters since.
3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.