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Mountain Capital Investment Advisors’s Verizon VZ Stock Holding History

Mountain Capital Investment 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 		– Sell
-5,290
Closed -$249K – 103
2026
Q1 		$249K Buy
+5,290
New +$245K 0.04% 68
2023
Q3 		– Sell
-44,954
Closed -$1.53M – 72
2023
Q2 		$1.53M Sell
44,954
-12,805
-22% -$474K 0.58% 33
2023
Q1 		$2.27M Buy
57,759
+11,446
+25% +$451K 1% 25
2022
Q4 		$1.94M Buy
46,313
+11,911
+35% +$449K 0.88% 42
2022
Q3 		$1.26M Buy
34,402
+2,076
+6% +$92.5K 0.66% 56
2022
Q2 		$1.64M Buy
32,326
+40
+0.1% +$2.02K 0.82% 38
2022
Q1 		$1.74M Buy
32,286
+641
+2% +$34K 0.82% 36
2021
Q4 		$1.7M Buy
31,645
+5,628
+22% +$294K 0.77% 39
2021
Q3 		$1.39M Sell
26,017
-1,099
-4% -$60.8K 0.73% 34
2021
Q2 		$1.51M Sell
27,116
-1,514
-5% -$86.9K 0.7% 29
2021
Q1 		$1.65M Buy
28,630
+2,660
+10% +$150K 0.83% 30
2020
Q4 		$1.49M Sell
25,970
-1,674
-6% -$99.4K 0.9% 28
2020
Q3 		$1.65M Buy
27,644
+20,106
+267% +$1.17M 1.06% 26
2020
Q2 		$415K Buy
7,538
+1,509
+25% +$84.9K 0.19% 34
2020
Q1 		$346K Sell
6,029
-845
-12% -$48.3K 0.18% 34
2019
Q4 		$410K Sell
6,874
-3,194
-32% -$193K 0.18% 24
2019
Q3 		$608K Sell
10,068
-1,822
-15% -$105K 0.54% 20
2019
Q2 		$670K Buy
11,890
+1,575
+15% +$90.8K 0.63% 18
2019
Q1 		$610K Buy
+10,315
New +$584K 0.66% 17
2017
Q4 		– Sell
-2,524
Closed -$125K – 424
2017
Q3 		$125K Sell
2,524
-978
-28% -$46K 0.11% 50
2017
Q2 		$156K Buy
+3,502
New +$163K 0.15% 44

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mountain Capital Investment Advisors's VZ Position: Q2 2026 in Review

Mountain Capital Investment Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 5,290 shares — an estimated $249K sold.

Mountain Capital Investment Advisors first reported a position in VZ in Q2 2017 and held it in 21 quarters. The position peaked at $2.27M in Q1 2023. 1,049 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Mountain Capital Investment Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 5,290 Verizon shares in Q2 2026, an estimated $249K.
  • Mountain Capital Investment Advisors first reported a position in Verizon in Q2 2017 and held it in 21 quarters.
  • Mountain Capital Investment Advisors's Verizon position peaked at $2.27M in Q1 2023.
  • 1,049 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.