NBW Capital’s Verizon VZ Stock Holding History

NBW Capital’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	-4,682	Closed	-$212K	–	119
2025 Q1	$212K	Buy	+4,682	New	+$195K	0.05%	93
2024 Q2	–	Sell	-5,926	Closed	-$249K	–	120
2024 Q1	$249K	Buy	5,926 +127	+2%	+$5.12K	0.05%	92
2023 Q4	$219K	Sell	5,799 -725	-11%	-$25.7K	0.05%	100
2023 Q3	$211K	Sell	6,524 -53	-0.8%	-$1.79K	0.05%	105
2023 Q2	$245K	Buy	6,577 +556	+9%	+$20.6K	0.06%	97
2023 Q1	$234K	Buy	+6,021	New	+$237K	0.06%	94

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

NBW Capital's VZ Position: Q2 2025 in Review

NBW Capital sold out of Verizon (VZ) in Q2 2025, closing a stake of 4,682 shares — an estimated $212K sold.

NBW Capital first reported a position in VZ in Q1 2023 and held it in 6 quarters. The position peaked at $249K in Q1 2024. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

NBW Capital reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
NBW Capital sold 4,682 Verizon shares in Q2 2025, an estimated $212K.
NBW Capital first reported a position in Verizon in Q1 2023 and held it in 6 quarters.
NBW Capital's Verizon position peaked at $249K in Q1 2024.
3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.