Clear Point Advisors’s Verizon VZ Stock Holding History

Clear Point Advisors’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	$409K	Buy	8,151 +815	+11%	+$37.8K	0.32%	53
2025 Q4	$299K	Sell	7,336 -23	-0.3%	-$933	0.23%	105
2025 Q3	$323K	Sell	7,359 -113	-2%	-$4.89K	0.25%	95
2025 Q2	$323K	Sell	7,472 -519	-6%	-$22.5K	0.27%	91
2025 Q1	$362K	Buy	7,991 +36	+0.5%	+$1.5K	0.33%	80
2024 Q4	$318K	Buy	7,955 +33	+0.4%	+$1.39K	0.27%	85
2024 Q3	$356K	Buy	7,922 +33	+0.4%	+$1.38K	0.28%	78
2024 Q2	$325K	Buy	7,889 +109	+1%	+$4.39K	0.27%	84
2024 Q1	$326K	Buy	7,780 +101	+1%	+$4.07K	0.27%	84
2023 Q4	$290K	Buy	+7,679	New	+$272K	0.26%	81

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Point Advisors's VZ Position: Q1 2026 in Review

Clear Point Advisors increased its Verizon (VZ) stake by 11% in Q1 2026, buying an estimated $37.8K and bringing the position to 8,151 shares worth $409K. The position accounts for 0.32% of the portfolio, ranked #53.

Clear Point Advisors first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Clear Point Advisors held 8,151 shares of Verizon worth $409K as of Q1 2026.
Clear Point Advisors bought 815 Verizon shares in Q1 2026, an estimated $37.8K.
Verizon made up 0.32% of Clear Point Advisors's portfolio in Q1 2026, its #53 holding.
Clear Point Advisors first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.