Fortis Capital Advisors’s Verizon VZ Stock Holding History

Fortis 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 Q2	$382K	Sell	9,018 -338	-4%	-$15.9K	0.04%	289
2026 Q1	$470K	Sell	9,356 -4,700	-33%	-$218K	0.06%	237
2025 Q4	$573K	Buy	14,056 +892	+7%	+$36.2K	0.08%	186
2025 Q3	$579K	Buy	13,164 +3,666	+39%	+$159K	0.09%	170
2025 Q2	$411K	Sell	9,498 -362	-4%	-$15.7K	0.07%	174
2025 Q1	$447K	Buy	+9,860	New	+$410K	0.09%	166
2023 Q2	–	Sell	-487	Closed	-$18.9K	–	622
2023 Q1	$18.9K	Sell	487 -2,595	-84%	-$102K	0.01%	406
2022 Q4	$121K	Buy	+3,082	New	+$116K	0.07%	179

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fortis Capital Advisors's VZ Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Verizon (VZ) stake by 3.6% in Q2 2026, selling an estimated $15.9K and leaving 9,018 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #289.

Fortis Capital Advisors first reported a position in VZ in Q4 2022 and has held it in 8 quarters since. The position peaked at $579K in Q3 2025. 1,782 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Fortis Capital Advisors held 9,018 shares of Verizon worth $382K as of Q2 2026.
Fortis Capital Advisors sold 338 Verizon shares in Q2 2026, an estimated $15.9K.
Verizon made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #289 holding.
Fortis Capital Advisors first reported a position in Verizon in Q4 2022 and has held it in 8 quarters since.
Fortis Capital Advisors's Verizon position peaked at $579K in Q3 2025.
1,782 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.