Groesbeck Investment Management’s Verizon VZ Stock Holding History

Groesbeck Investment Management’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
2025 Q2	–	Sell	-9,040	Closed	-$410K	–	88
2025 Q1	$410K	Hold	9,040	–	–	0.57%	53
2024 Q4	$362K	Buy	+9,040	New	+$381K	0.47%	64
2024 Q2	–	Sell	-9,040	Closed	-$379K	–	97
2024 Q1	$379K	Buy	+9,040	New	+$365K	0.4%	74
2022 Q2	–	Sell	-9,040	Closed	-$460K	–	107
2022 Q1	$460K	Buy	+9,040	New	+$479K	0.52%	68
2021 Q4	–	Sell	-9,040	Closed	-$488K	–	109
2021 Q3	$488K	Buy	+9,040	New	+$500K	0.56%	67
2017 Q3	–	Sell	-40,000	Closed	-$1.79M	–	93
2017 Q2	$1.79M	Hold	40,000	–	–	1.32%	27
2017 Q1	$1.95M	Buy	40,000 +15,000	+60%	+$753K	1.45%	24
2016 Q4	$1.33M	Sell	25,000 -9,040	-27%	-$452K	1.04%	30
2016 Q3	$1.77M	Buy	+34,040	New	+$1.83M	1.31%	26

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Groesbeck Investment Management sold out of Verizon (VZ) in Q2 2025, closing a stake of 9,040 shares — an estimated $410K sold.

Groesbeck Investment Management first reported a position in VZ in Q3 2016 and held it in 9 quarters. The position peaked at $1.95M in Q1 2017. 3,037 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

Groesbeck Investment Management reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
Groesbeck Investment Management sold 9,040 Verizon shares in Q2 2025, an estimated $410K.
Groesbeck Investment Management first reported a position in Verizon in Q3 2016 and held it in 9 quarters.
Groesbeck Investment Management's Verizon position peaked at $1.95M in Q1 2017.
3,037 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Groesbeck Investment Management's 13F filing for Q2 2025, filed 23 Oct 2025.