Novare Capital Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.8M Sell
255,872
-986
-0.4% -$46.3K 0.77% 46
2026
Q1
$12.9M Sell
256,858
-181,722
-41% -$8.42M 1.02% 30
2025
Q4
$17.9M Buy
438,580
+305
+0.1% +$12.4K 1.34% 19
2025
Q3
$19.3M Sell
438,275
-5,689
-1% -$246K 1.47% 16
2025
Q2
$19.2M Buy
443,964
+851
+0.2% +$36.9K 1.56% 16
2025
Q1
$20.1M Buy
443,113
+3,025
+0.7% +$126K 1.76% 15
2024
Q4
$17.6M Buy
440,088
+8,292
+2% +$350K 1.48% 18
2024
Q3
$19.4M Buy
431,796
+2,309
+0.5% +$96.4K 1.64% 18
2024
Q2
$17.7M Sell
429,487
-13,135
-3% -$529K 1.59% 18
2024
Q1
$18.6M Buy
442,622
+27,121
+7% +$1.09M 1.68% 16
2023
Q4
$15.7M Sell
415,501
-14,444
-3% -$511K 1.59% 16
2023
Q3
$13.9M Buy
429,945
+208,396
+94% +$7.04M 1.57% 17
2023
Q2
$8.24M Buy
221,549
+6,223
+3% +$230K 0.89% 50
2023
Q1
$8.37M Buy
215,326
+31,777
+17% +$1.25M 0.95% 44
2022
Q4
$7.23M Buy
183,549
+16,536
+10% +$623K 0.85% 52
2022
Q3
$6.34M Buy
167,013
+13,219
+9% +$589K 0.81% 56
2022
Q2
$7.8M Buy
153,794
+10,516
+7% +$532K 0.96% 39
2022
Q1
$7.3M Buy
143,278
+6,913
+5% +$366K 0.78% 59
2021
Q4
$7.09M Sell
136,365
-96,352
-41% -$5.03M 0.72% 63
2021
Q3
$12.6M Buy
232,717
+3,070
+1% +$170K 1.4% 19
2021
Q2
$12.9M Buy
229,647
+12,408
+6% +$712K 1.44% 20
2021
Q1
$12.6M Buy
217,239
+1,221
+0.6% +$68.9K 1.52% 16
2020
Q4
$12.7M Buy
216,018
+8,423
+4% +$500K 1.65% 15
2020
Q3
$12.3M Buy
207,595
+202,492
+3,968% +$11.8M 1.74% 13
2020
Q2
$281K Buy
+5,103
New +$287K 0.04% 118
2016
Q1
Sell
-7,146
Closed -$330K 121
2015
Q4
$330K Buy
7,146
+247
+4% +$11.2K 0.09% 102
2015
Q3
$300K Buy
+6,899
New +$318K 0.08% 105

Other funds holding VZ

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

Novare Capital Management reduced its Verizon (VZ) stake by 0.38% in Q2 2026, selling an estimated $46.3K and leaving 255,872 shares worth $10.8M. The position accounts for 0.77% of the portfolio, ranked #46.

Novare Capital Management first reported a position in VZ in Q3 2015 and has held it in 27 quarters since. The position peaked at $20.1M in Q1 2025. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Novare Capital Management held 255,872 shares of Verizon worth $10.8M as of Q2 2026.
  • Novare Capital Management sold 986 Verizon shares in Q2 2026, an estimated $46.3K.
  • Verizon made up 0.77% of Novare Capital Management's portfolio in Q2 2026, its #46 holding.
  • Novare Capital Management first reported a position in Verizon in Q3 2015 and has held it in 27 quarters since.
  • Novare Capital Management's Verizon position peaked at $20.1M in Q1 2025.
  • 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.