Claris Financial’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$395K Sell
7,869
-1,095
-12% -$50.7K 0.22% 107
2025
Q4
$365K Buy
8,964
+91
+1% +$3.69K 0.19% 112
2025
Q3
$653K Buy
8,873
+635
+8% +$27.5K 0.37% 66
2025
Q2
$356K Buy
8,238
+2,189
+36% +$94.8K 0.27% 94
2025
Q1
$242K Hold
6,049
0.16% 135
2024
Q4
$242K Buy
+6,049
New +$255K 0.16% 135

Other funds holding VZ

Claris Financial's VZ Position: Q1 2026 in Review

Claris Financial reduced its Verizon (VZ) stake by 12% in Q1 2026, selling an estimated $50.7K and leaving 7,869 shares worth $395K. The position accounts for 0.22% of the portfolio, ranked #107.

Claris Financial first reported a position in VZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $653K in Q3 2025. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Claris Financial held 7,869 shares of Verizon worth $395K as of Q1 2026.
  • Claris Financial sold 1,095 Verizon shares in Q1 2026, an estimated $50.7K.
  • Verizon made up 0.22% of Claris Financial's portfolio in Q1 2026, its #107 holding.
  • Claris Financial first reported a position in Verizon in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Verizon position peaked at $653K in Q3 2025.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.