Oak Ridge Investments’s Verizon VZ Stock Holding History

Oak Ridge Investments’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	$201K	Sell	4,741 -1,175	-20%	-$55.1K	0.01%	170
2026 Q1	$297K	Sell	5,916 -445	-7%	-$20.6K	0.02%	162
2025 Q4	$259K	Buy	+6,361	New	+$258K	0.02%	168
2021 Q1	–	Sell	-11,365	Closed	-$668K	–	183
2020 Q4	$668K	Sell	11,365 -393	-3%	-$23.3K	0.06%	160
2020 Q3	$700K	Sell	11,758 -78	-0.7%	-$4.53K	0.05%	153
2020 Q2	$652K	Buy	11,836 +2,664	+29%	+$150K	0.05%	152
2020 Q1	$492K	Sell	9,172 -500	-5%	-$28.6K	0.05%	155
2019 Q4	$594K	Sell	9,672 -123	-1%	-$7.42K	0.04%	160
2019 Q3	$591K	Hold	9,795	–	–	0.04%	157
2019 Q2	$559K	Sell	9,795 -35	-0.4%	-$2.02K	0.04%	159
2019 Q1	$581K	Hold	9,830	–	–	0.04%	159
2018 Q4	$553K	Hold	9,830	–	–	0.04%	154
2018 Q3	$525K	Buy	9,830 +687	+8%	+$36.4K	0.03%	153
2018 Q2	$460K	Buy	9,143 +553	+6%	+$26.8K	0.03%	152
2018 Q1	$411K	Sell	8,590 -83	-1%	-$4.17K	0.02%	154
2017 Q4	$459K	Hold	8,673	–	–	0.02%	157
2017 Q3	$429K	Buy	+8,673	New	+$408K	0.02%	153
2017 Q1	–	Sell	-3,988	Closed	-$213K	–	155
2016 Q4	$213K	Buy	3,988 +6	+0.2%	+$300	0.01%	144
2016 Q3	$207K	Buy	3,982 +4	+0.1%	+$215	0.01%	140
2016 Q2	$222K	Sell	3,978 -8	-0.2%	-$415	0.01%	136
2016 Q1	$216K	Buy	+3,986	New	+$199K	0.01%	133
2014 Q4	–	Sell	-4,060	Closed	-$203K	–	152
2014 Q3	$203K	Buy	+4,060	New	+$202K	0.01%	139

Other funds holding VZ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Oak Ridge Investments's VZ Position: Q2 2026 in Review

Oak Ridge Investments reduced its Verizon (VZ) stake by 20% in Q2 2026, selling an estimated $55.1K and leaving 4,741 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #170.

Oak Ridge Investments first reported a position in VZ in Q3 2014 and has held it in 22 quarters since. The position peaked at $700K in Q3 2020. 1,718 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Oak Ridge Investments held 4,741 shares of Verizon worth $201K as of Q2 2026.
Oak Ridge Investments sold 1,175 Verizon shares in Q2 2026, an estimated $55.1K.
Verizon made up 0.01% of Oak Ridge Investments's portfolio in Q2 2026, its #170 holding.
Oak Ridge Investments first reported a position in Verizon in Q3 2014 and has held it in 22 quarters since.
Oak Ridge Investments's Verizon position peaked at $700K in Q3 2020.
1,718 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.