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Cladis Investment Advisory’s Verizon VZ Stock Holding History

Cladis Investment Advisory’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
Q1 		$2.57M Sell
51,139
-1,497
-3% -$69.4K 1.41% 16
2025
Q4 		$2.14M Sell
52,636
-294
-0.6% -$11.9K 1.17% 19
2025
Q3 		$2.33M Sell
52,930
-417
-0.8% -$18.1K 1.33% 18
2025
Q2 		$2.31M Sell
53,347
-6,048
-10% -$262K 1.45% 16
2025
Q1 		$2.69M Sell
59,395
-82
-0.1% -$3.41K 1.95% 8
2024
Q4 		$2.38M Sell
59,477
-1,147
-2% -$48.4K 1.69% 12
2024
Q3 		$2.72M Sell
60,624
-1,347
-2% -$56.2K 1.89% 9
2024
Q2 		$2.56M Sell
61,971
-3,973
-6% -$160K 1.85% 9
2024
Q1 		$2.77M Sell
65,944
-7,782
-11% -$314K 2.03% 8
2023
Q4 		$2.78M Buy
73,726
+935
+1% +$33.1K 2.18% 6
2023
Q3 		$2.36M Buy
72,791
+25,763
+55% +$870K 2.07% 8
2023
Q2 		$1.75M Buy
47,028
+3,993
+9% +$148K 1.52% 16
2023
Q1 		$1.67M Buy
43,035
+5,702
+15% +$225K 1.5% 17
2022
Q4 		$1.47M Sell
37,333
-177
-0.5% -$6.67K 1.46% 19
2022
Q3 		$1.42M Buy
37,510
+5,442
+17% +$242K 1.54% 14
2022
Q2 		$1.63M Buy
32,068
+402
+1% +$20.3K 1.63% 13
2022
Q1 		$1.61M Sell
31,666
-399
-1% -$21.1K 1.31% 18
2021
Q4 		$1.67M Buy
+32,065
New +$1.67M 1.34% 18

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cladis Investment Advisory's VZ Position: Q1 2026 in Review

Cladis Investment Advisory reduced its Verizon (VZ) stake by 2.8% in Q1 2026, selling an estimated $69.4K and leaving 51,139 shares worth $2.57M. The position accounts for 1.41% of the portfolio, ranked #16.

Cladis Investment Advisory first reported a position in VZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.78M in Q4 2023. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Cladis Investment Advisory held 51,139 shares of Verizon worth $2.57M as of Q1 2026.
  • Cladis Investment Advisory sold 1,497 Verizon shares in Q1 2026, an estimated $69.4K.
  • Verizon made up 1.41% of Cladis Investment Advisory's portfolio in Q1 2026, its #16 holding.
  • Cladis Investment Advisory first reported a position in Verizon in Q4 2021 and has held it in 18 quarters since.
  • Cladis Investment Advisory's Verizon position peaked at $2.78M in Q4 2023.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.