Castleview Partners
VZ icon

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
Q3 		$558K Buy
12,162
+1,591
+15% +$74.8K 0.24% 97
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% +$1.78K 0.2% 119
2022
Q4 		$224K Buy
5,693
+127
+2% +$4.78K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Castleview Partners's VZ Position: Q3 2026 in Review

Castleview Partners increased its Verizon (VZ) stake by 15% in Q3 2026, buying an estimated $74.8K and bringing the position to 12,162 shares worth $558K. The position accounts for 0.24% of the portfolio, ranked #97.

Castleview Partners first reported a position in VZ in Q1 2018 and has held it in 21 quarters since. 759 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Castleview Partners held 12,162 shares of Verizon worth $558K as of Q3 2026.
  • Castleview Partners bought 1,591 Verizon shares in Q3 2026, an estimated $74.8K.
  • Verizon made up 0.24% of Castleview Partners's portfolio in Q3 2026, its #97 holding.
  • Castleview Partners first reported a position in Verizon in Q1 2018 and has held it in 21 quarters since.
  • 759 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.