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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
Q2 		$2.12M Sell
50,042
-1,097
-2% -$51.5K 0.99% 23
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 $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

Cladis Investment Advisory's VZ Position: Q2 2026 in Review

Cladis Investment Advisory reduced its Verizon (VZ) stake by 2.1% in Q2 2026, selling an estimated $51.5K and leaving 50,042 shares worth $2.12M. The position accounts for 0.99% of the portfolio, ranked #23.

Cladis Investment Advisory first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.78M in Q4 2023. 3,153 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Cladis Investment Advisory held 50,042 shares of Verizon worth $2.12M as of Q2 2026.
  • Cladis Investment Advisory sold 1,097 Verizon shares in Q2 2026, an estimated $51.5K.
  • Verizon made up 0.99% of Cladis Investment Advisory's portfolio in Q2 2026, its #23 holding.
  • Cladis Investment Advisory first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • Cladis Investment Advisory's Verizon position peaked at $2.78M in Q4 2023.
  • 3,153 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.