Clearstead Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.41M | Buy |
104,250
+4,693
| +5% | +$220K | 0.04% | 256 |
|
|
2026
Q1 | $5M | Buy |
99,557
+9,122
| +10% | +$423K | 0.05% | 234 |
|
|
2025
Q4 | $3.68M | Buy |
90,435
+1,788
| +2% | +$72.5K | 0.05% | 237 |
|
|
2025
Q3 | $3.9M | Buy |
88,647
+584
| +0.7% | +$25.3K | 0.05% | 222 |
|
|
2025
Q2 | $3.81M | Buy |
88,063
+6,987
| +9% | +$303K | 0.05% | 224 |
|
|
2025
Q1 | $3.68M | Sell |
81,076
-1,128
| -1% | -$47K | 0.06% | 215 |
|
|
2024
Q4 | $3.29M | Sell |
82,204
-5,759
| -7% | -$243K | 0.05% | 229 |
|
|
2024
Q3 | $3.95M | Sell |
87,963
-2,371
| -3% | -$99K | 0.06% | 208 |
|
|
2024
Q2 | $3.73M | Buy |
90,334
+61,370
| +212% | +$2.47M | 0.06% | 205 |
|
|
2024
Q1 | $1.17M | Sell |
28,964
-3,078
| -10% | -$124K | 0.06% | 207 |
|
|
2023
Q4 | $1.21M | Sell |
32,042
-1,253
| -4% | -$44.3K | 0.06% | 201 |
|
|
2023
Q3 | $1.08M | Sell |
33,295
-5,983
| -15% | -$202K | 0.07% | 197 |
|
|
2023
Q2 | $1.46M | Sell |
39,278
-7,957
| -17% | -$295K | 0.09% | 165 |
|
|
2023
Q1 | $1.84M | Sell |
47,235
-2,636
| -5% | -$104K | 0.13% | 133 |
|
|
2022
Q4 | $1.96M | Sell |
49,871
-5,665
| -10% | -$213K | 0.15% | 123 |
|
|
2022
Q3 | $2.11M | Sell |
55,536
-20,415
| -27% | -$909K | 0.19% | 101 |
|
|
2022
Q2 | $3.85M | Sell |
75,951
-946
| -1% | -$47.9K | 0.3% | 74 |
|
|
2022
Q1 | $3.92M | Buy |
76,897
+2,308
| +3% | +$122K | 0.27% | 76 |
|
|
2021
Q4 | $3.88M | Buy |
74,589
+13,806
| +23% | +$720K | 0.26% | 77 |
|
|
2021
Q3 | $3.28M | Buy |
60,783
+11
| +0% | +$608 | 0.24% | 81 |
|
|
2021
Q2 | $3.4M | Buy |
60,772
+5,320
| +10% | +$305K | 0.26% | 76 |
|
|
2021
Q1 | $3.23M | Buy |
55,452
+1,984
| +4% | +$112K | 0.27% | 74 |
|
|
2020
Q4 | $3.14M | Buy |
53,468
+4,818
| +10% | +$286K | 0.29% | 68 |
|
|
2020
Q3 | $2.89M | Buy |
48,650
+8,433
| +21% | +$490K | 0.31% | 68 |
|
|
2020
Q2 | $2.22M | Buy |
40,217
+9,335
| +30% | +$525K | 0.26% | 79 |
|
|
2020
Q1 | $1.66M | Sell |
30,882
-3,993
| -11% | -$228K | 0.24% | 78 |
|
|
2019
Q4 | $2.14M | Buy |
34,875
+1,441
| +4% | +$86.9K | 0.26% | 79 |
|
|
2019
Q3 | $2.02M | Buy |
33,434
+1,434
| +4% | +$82.6K | 0.27% | 77 |
|
|
2019
Q2 | $1.83M | Sell |
32,000
-1,197
| -4% | -$69K | 0.24% | 87 |
|
|
2019
Q1 | $1.96M | Sell |
33,197
-376
| -1% | -$21.3K | 0.27% | 72 |
|
|
2018
Q4 | $1.89M | Buy |
33,573
+3,190
| +10% | +$181K | 0.29% | 69 |
|
|
2018
Q3 | $1.62M | Buy |
30,383
+418
| +1% | +$22.1K | 0.22% | 78 |
|
|
2018
Q2 | $1.51M | Sell |
29,965
-4,414
| -13% | -$214K | 0.22% | 77 |
|
|
2018
Q1 | $1.64M | Buy |
34,379
+897
| +3% | +$45.1K | 0.24% | 72 |
|
|
2017
Q4 | $1.77M | Sell |
33,482
-31,105
| -48% | -$1.53M | 0.24% | 72 |
|
|
2017
Q3 | $3.2M | Buy |
64,587
+22,372
| +53% | +$1.05M | 0.42% | 54 |
|
|
2017
Q2 | $1.89M | Buy |
42,215
+3,071
| +8% | +$143K | 0.28% | 67 |
|
|
2017
Q1 | $1.91M | Buy |
39,144
+1,450
| +4% | +$72.7K | 0.28% | 65 |
|
|
2016
Q4 | $2.01M | Buy |
+37,694
| New | +$1.88M | 0.33% | 56 |
|
Other funds holding VZ
Clearstead Advisors's VZ Position: Q2 2026 in Review
Clearstead Advisors increased its Verizon (VZ) stake by 4.7% in Q2 2026, buying an estimated $220K and bringing the position to 104,250 shares worth $4.41M. The position accounts for 0.04% of the portfolio, ranked #256.
Clearstead Advisors first reported a position in VZ in Q4 2016 and has held it in 39 quarters since. The position peaked at $5M in Q1 2026. 3,140 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Clearstead Advisors held 104,250 shares of Verizon worth $4.41M as of Q2 2026.
- Clearstead Advisors bought 4,693 Verizon shares in Q2 2026, an estimated $220K.
- Verizon made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #256 holding.
- Clearstead Advisors first reported a position in Verizon in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's Verizon position peaked at $5M in Q1 2026.
- 3,140 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.