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Concurrent Investment Advisors’s Verizon VZ Stock Holding History

Concurrent Investment 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
Q1 		$28.4M Buy
565,661
+37,202
+7% +$1.72M 0.31% 64
2025
Q4 		$21.5M Buy
528,459
+277,282
+110% +$11.2M 0.25% 81
2025
Q3 		$11M Buy
251,177
+931
+0.4% +$40.3K 0.19% 114
2025
Q2 		$10.8M Buy
250,246
+27,521
+12% +$1.19M 0.21% 102
2025
Q1 		$10.1M Buy
222,725
+43,881
+25% +$1.83M 0.25% 94
2024
Q4 		$7.15M Sell
178,844
-10,518
-6% -$444K 0.19% 106
2024
Q3 		$8.5M Buy
189,362
+2,269
+1% +$94.7K 0.25% 90
2024
Q2 		$7.72M Buy
187,093
+57,783
+45% +$2.33M 0.25% 91
2024
Q1 		$5.43M Sell
129,310
-44,081
-25% -$1.78M 0.22% 107
2023
Q4 		$6.54M Buy
+173,391
New +$6.13M 0.31% 78

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concurrent Investment Advisors's VZ Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Verizon (VZ) stake by 7% in Q1 2026, buying an estimated $1.72M and bringing the position to 565,661 shares worth $28.4M. The position accounts for 0.31% of the portfolio, ranked #64.

Concurrent Investment Advisors first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Concurrent Investment Advisors held 565,661 shares of Verizon worth $28.4M as of Q1 2026.
  • Concurrent Investment Advisors bought 37,202 Verizon shares in Q1 2026, an estimated $1.72M.
  • Verizon made up 0.31% of Concurrent Investment Advisors's portfolio in Q1 2026, its #64 holding.
  • Concurrent Investment Advisors first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.