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Catherine Avery Investment Management’s Verizon VZ Stock Holding History

Catherine Avery Investment Management’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 		$2.62M Sell
61,801
-73,342
-54% -$3.44M 1.14% 34
2026
Q1 		$6.78M Buy
135,143
+26,786
+25% +$1.24M 3.04% 5
2025
Q4 		$4.41M Buy
108,357
+9,123
+9% +$370K 2.64% 17
2025
Q3 		$4.36M Buy
99,234
+22,170
+29% +$960K 2.81% 14
2025
Q2 		$3.33M Buy
77,064
+3,572
+5% +$155K 2.53% 21
2025
Q1 		$3.33M Buy
73,492
+6,526
+10% +$272K 2.99% 16
2024
Q4 		$2.68M Buy
+66,966
New +$2.82M 2.36% 31

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Catherine Avery Investment Management's VZ Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Verizon (VZ) stake by 54% in Q2 2026, selling an estimated $3.44M and leaving 61,801 shares worth $2.62M. The position accounts for 1.14% of the portfolio, ranked #34.

Catherine Avery Investment Management first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.78M in Q1 2026. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Catherine Avery Investment Management held 61,801 shares of Verizon worth $2.62M as of Q2 2026.
  • Catherine Avery Investment Management sold 73,342 Verizon shares in Q2 2026, an estimated $3.44M.
  • Verizon made up 1.14% of Catherine Avery Investment Management's portfolio in Q2 2026, its #34 holding.
  • Catherine Avery Investment Management first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Verizon position peaked at $6.78M in Q1 2026.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.