Colonial River Investments’s Verizon VZ Stock Holding History

Colonial River Investments’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	$808K	Sell	19,091 -2,764	-13%	-$130K	0.23%	87
2026 Q1	$1.1M	Sell	21,855 -5,221	-19%	-$242K	0.39%	53
2025 Q4	$1.1M	Sell	27,076 -4,909	-15%	-$199K	0.39%	52
2025 Q3	$1.41M	Sell	31,985 -2,253	-7%	-$97.5K	0.52%	45
2025 Q2	$1.44M	Sell	34,238 -3,726	-10%	-$161K	0.62%	34
2025 Q1	$1.72M	Sell	37,964 -7,649	-17%	-$318K	0.95%	24
2024 Q4	$1.82M	Sell	45,613 -3,508	-7%	-$148K	0.88%	33
2024 Q3	$2.21M	Sell	49,121 -18,965	-28%	-$792K	1.09%	21
2024 Q2	$2.81M	Sell	68,086 -5,181	-7%	-$209K	1.51%	13
2024 Q1	$3.07M	Buy	73,267 +1,939	+3%	+$78.2K	1.74%	10
2023 Q4	$2.69M	Buy	71,328 +2,464	+4%	+$87.2K	1.6%	9
2023 Q3	$2.23M	Buy	68,864 +38,074	+124%	+$1.29M	1.46%	15
2023 Q2	$1.15M	Sell	30,790 -2,738	-8%	-$101K	0.75%	34
2023 Q1	$1.3M	Buy	33,528 +966	+3%	+$38.1K	0.77%	39
2022 Q4	$1.28M	Buy	32,562 +2,828	+10%	+$107K	0.82%	35
2022 Q3	$1.13M	Sell	29,734 -124	-0.4%	-$5.52K	0.79%	39
2022 Q2	$1.51M	Sell	29,858 -2,897	-9%	-$147K	0.99%	28
2022 Q1	$1.67M	Sell	32,755 -3,557	-10%	-$188K	0.96%	27
2021 Q4	$1.89M	Buy	+36,312	New	+$1.89M	1.02%	23
2021 Q3	–	Sell	-32,059	Closed	-$1.8M	–	182
2021 Q2	$1.8M	Buy	32,059 +405	+1%	+$23.2K	1.28%	24
2021 Q1	$1.84M	Sell	31,654 -1,127	-3%	-$63.6K	1.49%	18
2020 Q4	$1.8K	Buy	+32,781	New	+$1.95M	0.82%	20

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Colonial River Investments's VZ Position: Q2 2026 in Review

Colonial River Investments reduced its Verizon (VZ) stake by 13% in Q2 2026, selling an estimated $130K and leaving 19,091 shares worth $808K. The position accounts for 0.23% of the portfolio, ranked #87.

Colonial River Investments first reported a position in VZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.07M in Q1 2024. 1,583 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Colonial River Investments held 19,091 shares of Verizon worth $808K as of Q2 2026.
Colonial River Investments sold 2,764 Verizon shares in Q2 2026, an estimated $130K.
Verizon made up 0.23% of Colonial River Investments's portfolio in Q2 2026, its #87 holding.
Colonial River Investments first reported a position in Verizon in Q4 2020 and has held it in 22 quarters since.
Colonial River Investments's Verizon position peaked at $3.07M in Q1 2024.
1,583 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.