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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
Q2 		$27.1M Buy
639,281
+73,620
+13% +$3.45M 0.23% 83
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 $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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's VZ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Verizon (VZ) stake by 13% in Q2 2026, buying an estimated $3.45M and bringing the position to 639,281 shares worth $27.1M. The position accounts for 0.23% of the portfolio, ranked #83.

Concurrent Investment Advisors first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.4M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Concurrent Investment Advisors held 639,281 shares of Verizon worth $27.1M as of Q2 2026.
  • Concurrent Investment Advisors bought 73,620 Verizon shares in Q2 2026, an estimated $3.45M.
  • Verizon made up 0.23% of Concurrent Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • Concurrent Investment Advisors first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Verizon position peaked at $28.4M in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.