Oak Harvest Investment Services’s Verizon VZ Stock Holding History

Oak Harvest Investment Services’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	-4,515	Closed	-$227K	–	201
2026 Q1	$227K	Buy	+4,515	New	+$209K	0.02%	156
2025 Q4	–	Sell	-243,369	Closed	-$10.7M	–	187
2025 Q3	$10.7M	Buy	+243,369	New	+$10.5M	1.25%	20
2023 Q2	–	Sell	-20,300	Closed	-$789K	–	124
2023 Q1	$789K	Buy	+20,300	New	+$801K	0.18%	73
2022 Q4	–	Sell	-6,312	Closed	-$240K	–	102
2022 Q3	$240K	Buy	6,312 +446	+8%	+$19.9K	0.06%	88
2022 Q2	$298K	Buy	5,866 +136	+2%	+$6.88K	0.08%	75
2022 Q1	$292K	Sell	5,730 -1,385	-19%	-$73.4K	0.07%	77
2021 Q4	$370K	Buy	7,115 +1,452	+26%	+$75.8K	0.09%	69
2021 Q3	$306K	Buy	5,663 +408	+8%	+$22.6K	0.09%	71
2021 Q2	$294K	Sell	5,255 -31,524	-86%	-$1.81M	0.1%	71
2021 Q1	$2.14M	Buy	36,779 +1,317	+4%	+$74.3K	0.82%	51
2020 Q4	$2.08M	Buy	+35,462	New	+$2.11M	0.89%	43

Other funds holding VZ

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Oak Harvest Investment Services's VZ Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,515 shares — an estimated $227K sold.

Oak Harvest Investment Services first reported a position in VZ in Q4 2020 and held it in 11 quarters. The position peaked at $10.7M in Q3 2025. 1,133 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Oak Harvest Investment Services reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Oak Harvest Investment Services sold 4,515 Verizon shares in Q2 2026, an estimated $227K.
Oak Harvest Investment Services first reported a position in Verizon in Q4 2020 and held it in 11 quarters.
Oak Harvest Investment Services's Verizon position peaked at $10.7M in Q3 2025.
1,133 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.