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CoreCap Advisors’s Verizon VZ Stock Holding History

CoreCap 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
Q3 		$1.18M Sell
25,768
-2,789
-10% -$131K 0.03% 351
2026
Q2 		$1.21M Buy
28,557
+5,192
+22% +$244K 0.04% 348
2026
Q1 		$1.17M Buy
23,365
+757
+3% +$35.1K 0.04% 336
2025
Q4 		$921K Sell
22,608
-5,098
-18% -$207K 0.03% 388
2025
Q3 		$1.22M Sell
27,706
-420
-1% -$18.2K 0.04% 330
2025
Q2 		$1.22M Buy
28,126
+5,059
+22% +$219K 0.05% 312
2025
Q1 		$1.05M Buy
23,067
+814
+4% +$33.9K 0.05% 320
2024
Q4 		$890K Sell
22,253
-25,943
-54% -$1.09M 0.04% 345
2024
Q3 		$2.16M Buy
48,196
+26,147
+119% +$1.09M 0.1% 204
2024
Q2 		$909K Sell
22,049
-1,701
-7% -$68.6K 0.09% 170
2024
Q1 		$997K Buy
23,750
+6,384
+37% +$258K 0.05% 296
2023
Q4 		$655K Sell
17,366
-629
-3% -$22.3K 0.04% 303
2023
Q3 		$583K Buy
17,995
+160
+0.9% +$5.41K 0.04% 296
2023
Q2 		$663K Buy
+17,835
New +$660K 0.05% 295
2022
Q4 		$1.39M Sell
35,247
-35,625
-50% -$1.34M 0.1% 194
2022
Q3 		$2.69M Buy
70,872
+24,055
+51% +$1.07M 0.23% 76
2022
Q2 		$2.38M Buy
46,817
+11,501
+33% +$582K 0.19% 92
2022
Q1 		$1.8M Buy
35,316
+6,552
+23% +$347K 0.12% 135
2021
Q4 		$1.5M Buy
+28,764
New +$1.5M 0.1% 162

Other funds holding VZ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CoreCap Advisors's VZ Position: Q3 2026 in Review

CoreCap Advisors reduced its Verizon (VZ) stake by 9.8% in Q3 2026, selling an estimated $131K and leaving 25,768 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #351.

CoreCap Advisors first reported a position in VZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.69M in Q3 2022. 167 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • CoreCap Advisors held 25,768 shares of Verizon worth $1.18M as of Q3 2026.
  • CoreCap Advisors sold 2,789 Verizon shares in Q3 2026, an estimated $131K.
  • Verizon made up 0.03% of CoreCap Advisors's portfolio in Q3 2026, its #351 holding.
  • CoreCap Advisors first reported a position in Verizon in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's Verizon position peaked at $2.69M in Q3 2022.
  • 167 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.