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Charter Capital Management’s Verizon VZ Stock Holding History

Charter Capital 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 		$496K Sell
11,720
-207
-2% -$9.71K 0.22% 40
2026
Q1 		$599K Sell
11,927
-549
-4% -$25.4K 0.3% 28
2025
Q4 		$508K Buy
12,476
+4
+0% +$162 0.26% 37
2025
Q3 		$548K Sell
12,472
-497
-4% -$21.5K 0.3% 37
2025
Q2 		$561K Buy
+12,969
New +$562K 0.33% 30

Other funds holding VZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Charter Capital Management's VZ Position: Q2 2026 in Review

Charter Capital Management reduced its Verizon (VZ) stake by 1.7% in Q2 2026, selling an estimated $9.71K and leaving 11,720 shares worth $496K. The position accounts for 0.22% of the portfolio, ranked #40.

Charter Capital Management first reported a position in VZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $599K in Q1 2026. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Charter Capital Management held 11,720 shares of Verizon worth $496K as of Q2 2026.
  • Charter Capital Management sold 207 Verizon shares in Q2 2026, an estimated $9.71K.
  • Verizon made up 0.22% of Charter Capital Management's portfolio in Q2 2026, its #40 holding.
  • Charter Capital Management first reported a position in Verizon in Q2 2025 and has held it in 5 quarters since.
  • Charter Capital Management's Verizon position peaked at $599K in Q1 2026.
  • 1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.