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Nelson Capital Management’s Verizon VZ Stock Holding History

Nelson 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 		– Sell
-5,157
Closed -$259K – 123
2026
Q1 		$259K Sell
5,157
-1,500
-23% -$69.5K 0.03% 102
2025
Q4 		$271K Sell
6,657
-54,829
-89% -$2.22M 0.03% 102
2025
Q3 		$2.7M Sell
61,486
-405
-0.7% -$17.5K 0.32% 57
2025
Q2 		$2.68M Buy
61,891
+1,233
+2% +$53.4K 0.35% 53
2025
Q1 		$2.75M Buy
60,658
+545
+0.9% +$22.7K 0.48% 50
2024
Q4 		$2.4M Sell
60,113
-580
-1% -$24.5K 0.4% 56
2024
Q3 		$2.73M Buy
60,693
+1,180
+2% +$49.2K 0.46% 52
2024
Q2 		$2.45M Buy
59,513
+1,227
+2% +$49.5K 0.44% 52
2024
Q1 		$2.45M Buy
58,286
+6,014
+12% +$243K 0.47% 53
2023
Q4 		$1.97M Sell
52,272
-5,961
-10% -$211K 0.44% 52
2023
Q3 		$1.89M Sell
58,233
-1,045
-2% -$35.3K 0.46% 52
2023
Q2 		$2.2M Sell
59,278
-1,370
-2% -$50.7K 0.57% 48
2023
Q1 		$2.36M Sell
60,648
-34,779
-36% -$1.37M 0.67% 49
2022
Q4 		$3.76M Sell
95,427
-13,211
-12% -$498K 1.1% 38
2022
Q3 		$4.13M Sell
108,638
-1,954
-2% -$87K 1.21% 35
2022
Q2 		$5.61M Sell
110,592
-4,444
-4% -$225K 1.55% 25
2022
Q1 		$5.86M Sell
115,036
-1,596
-1% -$84.5K 1.15% 28
2021
Q4 		$6.06M Buy
116,632
+350
+0.3% +$18.3K 1.12% 32
2021
Q3 		$6.28M Sell
116,282
-728
-0.6% -$40.3K 1.25% 28
2021
Q2 		$6.56M Buy
117,010
+1,658
+1% +$95.2K 1.33% 25
2021
Q1 		$6.71M Sell
115,352
-5,248
-4% -$296K 1.43% 24
2020
Q4 		$7.08M Sell
120,600
-52,216
-30% -$3.1M 1.52% 21
2020
Q3 		$10.3M Sell
172,816
-6,106
-3% -$355K 1.8% 12
2020
Q2 		$9.86M Buy
178,922
+895
+0.5% +$50.3K 2.15% 12
2020
Q1 		$9.56M Buy
178,027
+296
+0.2% +$16.9K 2.57% 9
2019
Q4 		$10.9M Sell
177,731
-2,100
-1% -$127K 2.29% 9
2019
Q3 		$10.9M Buy
179,831
+1,844
+1% +$106K 2.57% 9
2019
Q2 		$10.2M Sell
177,987
-386
-0.2% -$22.2K 2.4% 10
2019
Q1 		$10.5M Sell
178,373
-2,963
-2% -$168K 2.63% 9
2018
Q4 		$10.2M Sell
181,336
-3,457
-2% -$196K 2.84% 6
2018
Q3 		$9.87M Buy
184,793
+5,124
+3% +$271K 2.27% 11
2018
Q2 		$9.04M Buy
179,669
+1,814
+1% +$87.8K 2.32% 10
2018
Q1 		$8.51M Buy
177,855
+1,341
+0.8% +$67.4K 2.2% 11
2017
Q4 		$9.34M Buy
176,514
+1,351
+0.8% +$66.4K 2.91% 5
2017
Q3 		$8.67M Buy
175,163
+74,058
+73% +$3.48M 2.86% 6
2017
Q2 		$4.51M Buy
101,105
+8
+0% +$373 1.53% 36
2017
Q1 		$4.93M Sell
101,097
-145
-0.1% -$7.28K 1.66% 30
2016
Q4 		$5.4M Sell
101,242
-2,288
-2% -$114K 1.89% 23
2016
Q3 		$5.38M Buy
103,530
+4,266
+4% +$229K 1.91% 25
2016
Q2 		$5.54M Buy
99,264
+360
+0.4% +$18.7K 2.08% 17
2016
Q1 		$5.35M Sell
98,904
-2,234
-2% -$112K 2.02% 21
2015
Q4 		$4.67M Sell
101,138
-4,620
-4% -$210K 1.8% 26
2015
Q3 		$4.6M Buy
105,758
+2,250
+2% +$104K 1.76% 30
2015
Q2 		$4.83M Buy
103,508
+3,233
+3% +$158K 1.74% 30
2015
Q1 		$4.88M Sell
100,275
-3,220
-3% -$155K 1.76% 28
2014
Q4 		$4.84M Buy
103,495
+996
+1% +$48.7K 1.79% 26
2014
Q3 		$5.12M Buy
102,499
+4,087
+4% +$203K 1.93% 24
2014
Q2 		$4.82M Buy
98,412
+3,916
+4% +$190K 1.93% 24
2014
Q1 		$4.5M Sell
94,496
-33,052
-26% -$1.56M 1.98% 24
2013
Q4 		$6.27M Sell
127,548
-2,905
-2% -$143K 2.79% 8
2013
Q3 		$6.09M Buy
130,453
+2,715
+2% +$133K 2.9% 9
2013
Q2 		$6.43M Buy
+127,738
New +$6.52M 3.3% 4

Other funds holding VZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Nelson Capital Management sold out of Verizon (VZ) in Q2 2026, closing a stake of 5,157 shares — an estimated $259K sold.

Nelson Capital Management first reported a position in VZ in Q2 2013 and held it in 52 quarters. The position peaked at $10.9M in Q4 2019. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Nelson Capital Management reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Nelson Capital Management sold 5,157 Verizon shares in Q2 2026, an estimated $259K.
  • Nelson Capital Management first reported a position in Verizon in Q2 2013 and held it in 52 quarters.
  • Nelson Capital Management's Verizon position peaked at $10.9M in Q4 2019.
  • 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.