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 Q2	$339K	Sell	8,016 -135	-2%	-$6.33K	0.3%	70
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clear Point Advisors's VZ Position: Q2 2026 in Review

Clear Point Advisors reduced its Verizon (VZ) stake by 1.7% in Q2 2026, selling an estimated $6.33K and leaving 8,016 shares worth $339K. The position accounts for 0.3% of the portfolio, ranked #70.

Clear Point Advisors first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $409K in Q1 2026. 3,144 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Clear Point Advisors held 8,016 shares of Verizon worth $339K as of Q2 2026.
Clear Point Advisors sold 135 Verizon shares in Q2 2026, an estimated $6.33K.
Verizon made up 0.3% of Clear Point Advisors's portfolio in Q2 2026, its #70 holding.
Clear Point Advisors first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
Clear Point Advisors's Verizon position peaked at $409K in Q1 2026.
3,144 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.