Elevated Capital Advisors
VZ icon

Elevated Capital Advisors’s Verizon VZ Stock Holding History

Elevated 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
2026
Q3 		$134K Sell
2,916
-9,005
-76% -$424K 0.04% 177
2026
Q2 		$505K Sell
11,921
-12,332
-51% -$579K 0.14% 128
2026
Q1 		$1.22M Sell
24,253
-12,626
-34% -$585K 0.31% 77
2025
Q4 		$1.5M Buy
36,879
+5,211
+16% +$211K 0.35% 73
2025
Q3 		$1.39M Sell
31,668
-216
-0.7% -$9.35K 0.35% 70
2025
Q2 		$1.45M Hold
31,884
– – 0.41% 57
2025
Q1 		$1.45M Buy
31,884
+1,097
+4% +$45.7K 0.41% 57
2024
Q4 		$1.23M Buy
30,787
+1,812
+6% +$76.4K 0.34% 73
2024
Q3 		$1.3M Buy
28,975
+2,841
+11% +$119K 0.35% 76
2024
Q2 		$1.08M Buy
+26,134
New +$1.05M 0.3% 82
2023
Q3 		– Sell
-53,385
Closed -$1.99M – 185
2023
Q2 		$1.99M Buy
53,385
+3,477
+7% +$129K 0.66% 46
2023
Q1 		$1.94M Buy
49,908
+1,748
+4% +$68.9K 0.7% 46
2022
Q4 		$1.9M Buy
48,160
+5,152
+12% +$194K 0.72% 44
2022
Q3 		$1.63M Buy
+43,008
New +$1.92M 0.64% 45
2022
Q1 		$1.52M Buy
+29,835
New +$1.58M 0.5% 57
2021
Q3 		$1.26M Buy
+23,355
New +$1.29M 0.44% 71
2021
Q1 		$1.1M Buy
18,787
+887
+5% +$50.1K 0.43% 81
2020
Q4 		$1.05M Sell
17,900
-1,208
-6% -$71.7K 0.46% 70
2020
Q3 		$1.17M Sell
19,108
-699
-4% -$40.6K 0.55% 53
2020
Q2 		$1.2M Buy
+19,807
New +$1.11M 0.56% 56
2019
Q4 		$405K Buy
+6,598
New +$398K 0.45% 67
2019
Q1 		$832K Buy
+14,622
New +$828K 0.55% 58

Other funds holding VZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Elevated Capital Advisors's VZ Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Verizon (VZ) stake by 76% in Q3 2026, selling an estimated $424K and leaving 2,916 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #177.

Elevated Capital Advisors first reported a position in VZ in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.99M in Q2 2023. 1,955 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Elevated Capital Advisors held 2,916 shares of Verizon worth $134K as of Q3 2026.
  • Elevated Capital Advisors sold 9,005 Verizon shares in Q3 2026, an estimated $424K.
  • Verizon made up 0.04% of Elevated Capital Advisors's portfolio in Q3 2026, its #177 holding.
  • Elevated Capital Advisors first reported a position in Verizon in Q1 2019 and has held it in 22 quarters since.
  • Elevated Capital Advisors's Verizon position peaked at $1.99M in Q2 2023.
  • 1,955 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.