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Clear Trail Advisors’s Verizon VZ Stock Holding History

Clear Trail 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 		$5.43M Buy
128,195
+4,848
+4% +$227K 0.83% 36
2026
Q1 		$6.19M Buy
123,347
+1,930
+2% +$89.4K 1.03% 29
2025
Q4 		$4.95M Buy
+121,417
New +$4.92M 1.15% 24

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

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

Clear Trail Advisors increased its Verizon (VZ) stake by 3.9% in Q2 2026, buying an estimated $227K and bringing the position to 128,195 shares worth $5.43M. The position accounts for 0.83% of the portfolio, ranked #36.

Clear Trail Advisors first reported a position in VZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.19M in Q1 2026. 3,126 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Clear Trail Advisors held 128,195 shares of Verizon worth $5.43M as of Q2 2026.
  • Clear Trail Advisors bought 4,848 Verizon shares in Q2 2026, an estimated $227K.
  • Verizon made up 0.83% of Clear Trail Advisors's portfolio in Q2 2026, its #36 holding.
  • Clear Trail Advisors first reported a position in Verizon in Q4 2025 and has held it in 3 quarters since.
  • Clear Trail Advisors's Verizon position peaked at $6.19M in Q1 2026.
  • 3,126 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.