CCA
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Clearwater Capital Advisors’s Verizon VZ Stock Holding History

Clearwater Capital 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
2025
Q4 		– Sell
-6,226
Closed -$274K – 172
2025
Q3 		$274K Buy
6,226
+1
+0% +$43 0.02% 149
2025
Q2 		$269K Sell
6,225
-1,470
-19% -$63.7K 0.02% 143
2025
Q1 		$349K Buy
+7,695
New +$320K 0.03% 130
2024
Q4 		– Sell
-6,324
Closed -$284K – 179
2024
Q3 		$284K Buy
+6,324
New +$264K 0.03% 144
2020
Q1 		– Sell
-3,552
Closed -$218K – 166
2019
Q4 		$218K Sell
3,552
-508
-13% -$30.6K 0.04% 167
2019
Q3 		$245K Sell
4,060
-110
-3% -$6.33K 0.04% 168
2019
Q2 		$238K Buy
4,170
+187
+5% +$10.8K 0.04% 178
2019
Q1 		$236K Hold
3,983
– – 0.04% 182
2018
Q4 		$224K Buy
3,983
+80
+2% +$4.54K 0.05% 185
2018
Q3 		$208K Buy
+3,903
New +$207K 0.04% 184
2018
Q2 		– Sell
-4,392
Closed -$210K – 556
2018
Q1 		$210K Sell
4,392
-451
-9% -$22.7K 0.04% 177
2017
Q4 		$256K Buy
+4,843
New +$238K 0.06% 159
2017
Q3 		– Sell
-5,690
Closed -$246K – 172
2017
Q2 		$246K Sell
5,690
-1,056
-16% -$49.2K 0.06% 146
2017
Q1 		$331K Buy
6,746
+703
+12% +$35.3K 0.09% 133
2016
Q4 		$330K Sell
6,043
-262
-4% -$13.1K 0.11% 122
2016
Q3 		$323K Buy
6,305
+1,173
+23% +$63K 0.11% 117
2016
Q2 		$289K Buy
+5,132
New +$266K 0.11% 111

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Clearwater Capital Advisors's VZ Position: Q4 2025 in Review

Clearwater Capital Advisors sold out of Verizon (VZ) in Q4 2025, closing a stake of 6,226 shares — an estimated $274K sold.

Clearwater Capital Advisors first reported a position in VZ in Q2 2016 and held it in 17 quarters. The position peaked at $349K in Q1 2025. 3,101 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • Clearwater Capital Advisors reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
  • Clearwater Capital Advisors sold 6,226 Verizon shares in Q4 2025, an estimated $274K.
  • Clearwater Capital Advisors first reported a position in Verizon in Q2 2016 and held it in 17 quarters.
  • Clearwater Capital Advisors's Verizon position peaked at $349K in Q1 2025.
  • 3,101 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Clearwater Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.