Castleview Partners’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
$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 Sell
5,421
-510,264
-99% -$27M 0.17% 124
2021
Q4
$9.92K Buy
+515,685
New +$26.9M 0.08% 93
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

Castleview Partners's VZ Position: Q1 2026 in Review

Castleview Partners reduced its Verizon (VZ) stake by 8.9% in Q1 2026, selling an estimated $37.5K and leaving 8,325 shares worth $418K. The position accounts for 0.21% of the portfolio, ranked #110.

Castleview Partners first reported a position in VZ in Q1 2018 and has held it in 20 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Castleview Partners held 8,325 shares of Verizon worth $418K as of Q1 2026.
  • Castleview Partners sold 809 Verizon shares in Q1 2026, an estimated $37.5K.
  • Verizon made up 0.21% of Castleview Partners's portfolio in Q1 2026, its #110 holding.
  • Castleview Partners first reported a position in Verizon in Q1 2018 and has held it in 20 quarters since.
  • 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.