MontVue Capital Management’s Verizon VZ Stock Holding History

MontVue Capital 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
2026 Q2	$267K	Hold	6,296	–	–	0.15%	64
2026 Q1	$316K	Sell	6,296 -178	-3%	-$8.25K	0.22%	51
2025 Q4	$264K	Sell	6,474 -396	-6%	-$16.1K	0.18%	58
2025 Q3	$302K	Hold	6,870	–	–	0.2%	52
2025 Q2	$297K	Hold	6,870	–	–	0.21%	50
2025 Q1	$312K	Sell	6,870 -1,660	-19%	-$69.1K	0.25%	47
2024 Q4	$341K	Buy	8,530 +1,367	+19%	+$57.7K	0.26%	45
2024 Q3	$322K	Sell	7,163 -1,113	-13%	-$46.5K	0.25%	46
2024 Q2	$341K	Buy	8,276 +1,356	+20%	+$54.7K	0.27%	44
2024 Q1	$290K	Hold	6,920	–	–	0.26%	41
2023 Q4	$261K	Buy	+6,920	New	+$245K	0.25%	42

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

MontVue Capital Management's VZ Position: Q2 2026 in Review

MontVue Capital Management held its Verizon (VZ) position steady in Q2 2026 at 6,296 shares worth $267K. The position accounts for 0.15% of the portfolio, ranked #64.

MontVue Capital Management first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $341K in Q2 2024. 1,774 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

MontVue Capital Management held 6,296 shares of Verizon worth $267K as of Q2 2026.
MontVue Capital Management left its Verizon share count unchanged in Q2 2026.
Verizon made up 0.15% of MontVue Capital Management's portfolio in Q2 2026, its #64 holding.
MontVue Capital Management first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
MontVue Capital Management's Verizon position peaked at $341K in Q2 2024.
1,774 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.