Grassi Investment Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$552K Buy
12,747
+6
+0% +$260 0.04% 89
2025
Q1
$578K Sell
12,741
-494
-4% -$20.6K 0.05% 87
2024
Q4
$529K Sell
13,235
-694
-5% -$29.3K 0.05% 92
2024
Q3
$626K Buy
13,929
+205
+1% +$8.56K 0.05% 87
2024
Q2
$566K Sell
13,724
-544
-4% -$21.9K 0.05% 93
2024
Q1
$599K Sell
14,268
-1,195
-8% -$48.2K 0.05% 91
2023
Q4
$583K Sell
15,463
-697
-4% -$24.7K 0.06% 88
2023
Q3
$524K Sell
16,160
-105,357
-87% -$3.56M 0.06% 91
2023
Q2
$4.52M Sell
121,517
-2,794
-2% -$103K 0.5% 52
2023
Q1
$4.83M Buy
124,311
+4,429
+4% +$175K 0.6% 50
2022
Q4
$4.72M Sell
119,882
-4,194
-3% -$158K 0.64% 48
2022
Q3
$4.71M Sell
124,076
-1,046
-0.8% -$46.6K 0.69% 50
2022
Q2
$6.35M Sell
125,122
-821
-0.7% -$41.5K 0.84% 49
2022
Q1
$6.42M Buy
125,943
+1,237
+1% +$65.5K 0.67% 53
2021
Q4
$6.48M Sell
124,706
-346
-0.3% -$18.1K 0.65% 53
2021
Q3
$6.75M Sell
125,052
-597
-0.5% -$33K 0.76% 48
2021
Q2
$7.04M Buy
125,649
+103
+0.1% +$5.91K 0.76% 46
2021
Q1
$7.3M Sell
125,546
-247
-0.2% -$13.9K 0.83% 46
2020
Q4
$7.39M Sell
125,793
-2,472
-2% -$147K 0.94% 43
2020
Q3
$7.63M Sell
128,265
-2,297
-2% -$133K 1.08% 37
2020
Q2
$7.2M Buy
130,562
+203
+0.2% +$11.4K 1.04% 43
2020
Q1
$7M Sell
130,359
-484
-0.4% -$27.7K 1.22% 39
2019
Q4
$8.03M Sell
130,843
-387
-0.3% -$23.3K 1.09% 42
2019
Q3
$7.92M Sell
131,230
-97
-0.1% -$5.59K 1.19% 37
2019
Q2
$7.5M Buy
131,327
+918
+0.7% +$52.9K 1.11% 38
2019
Q1
$7.71M Sell
130,409
-397
-0.3% -$22.5K 1.14% 37
2018
Q4
$7.35M Sell
130,806
-619
-0.5% -$35.1K 1.26% 36
2018
Q3
$7.02M Sell
131,425
-773
-0.6% -$40.9K 1.04% 44
2018
Q2
$6.65M Buy
132,198
+6,773
+5% +$328K 1.07% 47
2018
Q1
$6M Buy
125,425
+10,427
+9% +$524K 0.97% 47
2017
Q4
$6.09M Buy
114,998
+1,161
+1% +$57.1K 0.99% 44
2017
Q3
$5.63M Sell
113,837
-797
-0.7% -$37.5K 0.95% 45
2017
Q2
$5.12M Sell
114,634
-39,052
-25% -$1.82M 0.9% 49
2017
Q1
$7.49M Sell
153,686
-977
-0.6% -$49K 1.3% 30
2016
Q4
$8.26M Buy
154,663
+1,868
+1% +$93.4K 1.5% 20
2016
Q3
$7.94M Sell
152,795
-373
-0.2% -$20K 1.49% 18
2016
Q2
$8.55M Sell
153,168
-1,397
-0.9% -$72.5K 1.62% 11
2016
Q1
$8.36M Sell
154,565
-133
-0.1% -$6.65K 1.66% 7
2015
Q4
$7.15M Buy
154,698
+3,649
+2% +$166K 1.46% 21
2015
Q3
$6.57M Buy
151,049
+4,226
+3% +$195K 1.39% 20
2015
Q2
$6.84M Buy
146,823
+2,328
+2% +$114K 1.29% 22
2015
Q1
$7.03M Sell
144,495
-13,915
-9% -$672K 1.3% 20
2014
Q4
$7.41M Buy
158,410
+6,112
+4% +$299K 1.3% 13
2014
Q3
$7.61M Buy
152,298
+2,106
+1% +$105K 1.44% 10
2014
Q2
$7.35M Buy
150,192
+5,637
+4% +$273K 1.61% 8
2014
Q1
$6.88M Buy
144,555
+107
+0.1% +$5.06K 1.62% 11
2013
Q4
$7.1M Buy
144,448
+21,340
+17% +$1.05M 1.69% 9
2013
Q3
$5.75M Buy
123,108
+39,307
+47% +$1.92M 1.51% 17
2013
Q2
$4.22M Buy
+83,801
New +$4.28M 1.13% 33

Other funds holding VZ

Grassi Investment Management's VZ Position: Q2 2025 in Review

Grassi Investment Management increased its Verizon (VZ) stake by 0.05% in Q2 2025, buying an estimated $260 and bringing the position to 12,747 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #89.

Grassi Investment Management first reported a position in VZ in Q2 2013 and has held it in 49 quarters since. The position peaked at $8.55M in Q2 2016. 3,037 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

  • Grassi Investment Management held 12,747 shares of Verizon worth $552K as of Q2 2025.
  • Grassi Investment Management bought 6 Verizon shares in Q2 2025, an estimated $260.
  • Verizon made up 0.04% of Grassi Investment Management's portfolio in Q2 2025, its #89 holding.
  • Grassi Investment Management first reported a position in Verizon in Q2 2013 and has held it in 49 quarters since.
  • Grassi Investment Management's Verizon position peaked at $8.55M in Q2 2016.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.