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Gladstone Institutional Advisory’s Verizon VZ Stock Holding History

Gladstone Institutional Advisory’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 		$6.3M Buy
125,402
+2,293
+2% +$106K 0.23% 90
2025
Q4 		$5.01M Buy
123,109
+26,670
+28% +$1.08M 0.19% 116
2025
Q3 		$4.24M Sell
96,439
-3,895
-4% -$169K 0.16% 139
2025
Q2 		$4.34M Sell
100,334
-2,368
-2% -$103K 0.18% 130
2025
Q1 		$4.66M Buy
102,702
+13,293
+15% +$553K 0.22% 111
2024
Q4 		$3.58M Buy
89,409
+1,842
+2% +$77.7K 0.17% 147
2024
Q3 		$3.93M Buy
87,567
+25,536
+41% +$1.07M 0.19% 127
2024
Q2 		$2.56M Buy
62,031
+4,969
+9% +$200K 0.13% 184
2024
Q1 		$2.39M Sell
57,062
-12,306
-18% -$496K 0.13% 187
2023
Q4 		$2.62M Sell
69,368
-2,161
-3% -$76.5K 0.15% 176
2023
Q3 		$2.32M Buy
71,529
+4,006
+6% +$135K 0.15% 170
2023
Q2 		$2.51M Sell
67,523
-5,612
-8% -$208K 0.15% 168
2023
Q1 		$2.84M Buy
73,135
+2,089
+3% +$82.4K 0.18% 157
2022
Q4 		$2.8M Sell
71,046
-33,337
-32% -$1.26M 0.2% 149
2022
Q3 		$3.96M Buy
104,383
+20,675
+25% +$921K 0.31% 81
2022
Q2 		$4.25M Buy
83,708
+24,934
+42% +$1.26M 0.34% 70
2022
Q1 		$2.99M Buy
58,774
+986
+2% +$52.2K 0.2% 129
2021
Q4 		$3M Buy
57,788
+1,185
+2% +$61.8K 0.23% 117
2021
Q3 		$3.06M Sell
56,603
-2,845
-5% -$157K 0.3% 90
2021
Q2 		$3.33M Buy
59,448
+23,496
+65% +$1.35M 0.4% 65
2021
Q1 		$2.09M Buy
35,952
+18,647
+108% +$1.05M 0.33% 75
2020
Q4 		$1.02M Buy
17,305
+1,141
+7% +$67.8K 0.2% 102
2020
Q3 		$962K Buy
16,164
+269
+2% +$15.6K 0.23% 100
2020
Q2 		$876K Sell
15,895
-9,160
-37% -$515K 0.22% 92
2020
Q1 		$1.35M Buy
25,055
+2,469
+11% +$141K 0.35% 67
2019
Q4 		$1.39M Sell
22,586
-1,672
-7% -$101K 0.34% 67
2019
Q3 		$1.46M Buy
24,258
+1,106
+5% +$63.7K 0.37% 56
2019
Q2 		$1.32M Buy
23,152
+9,357
+68% +$539K 0.4% 57
2019
Q1 		$816K Buy
13,795
+398
+3% +$22.5K 0.3% 72
2018
Q4 		$753K Buy
+13,397
New +$760K 0.44% 52

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

Gladstone Institutional Advisory's VZ Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Verizon (VZ) stake by 1.9% in Q1 2026, buying an estimated $106K and bringing the position to 125,402 shares worth $6.3M. The position accounts for 0.23% of the portfolio, ranked #90.

Gladstone Institutional Advisory first reported a position in VZ in Q4 2018 and has held it in 30 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Gladstone Institutional Advisory held 125,402 shares of Verizon worth $6.3M as of Q1 2026.
  • Gladstone Institutional Advisory bought 2,293 Verizon shares in Q1 2026, an estimated $106K.
  • Verizon made up 0.23% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #90 holding.
  • Gladstone Institutional Advisory first reported a position in Verizon in Q4 2018 and has held it in 30 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.