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Oak Thistle LLC’s Verizon VZ Stock Holding History

Oak Thistle LLC’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
Q3 		– Sell
-20,538
Closed -$889K – 649
2025
Q2 		$889K Sell
20,538
-573
-3% -$24.8K 0.13% 283
2025
Q1 		$958K Sell
21,111
-26,963
-56% -$1.12M 0.19% 199
2024
Q4 		$1.92M Buy
+48,074
New +$2.03M 0.57% 28
2024
Q1 		– Sell
-61,867
Closed -$2.33M – 532
2023
Q4 		$2.33M Buy
61,867
+6,972
+13% +$247K 0.67% 9
2023
Q3 		$1.78M Buy
54,895
+41,331
+305% +$1.4M 0.53% 11
2023
Q2 		$504K Buy
+13,564
New +$502K 0.27% 161
2022
Q2 		– Sell
-23,713
Closed -$1.21M – 426
2022
Q1 		$1.21M Buy
23,713
+17,219
+265% +$912K 0.64% 12
2021
Q4 		$338K Buy
+6,494
New +$339K 0.26% 173

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oak Thistle LLC's VZ Position: Q3 2025 in Review

Oak Thistle LLC sold out of Verizon (VZ) in Q3 2025, closing a stake of 20,538 shares — an estimated $889K sold.

Oak Thistle LLC first reported a position in VZ in Q4 2021 and held it in 8 quarters. The position peaked at $2.33M in Q4 2023. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

  • Oak Thistle LLC reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 20,538 Verizon shares in Q3 2025, an estimated $889K.
  • Oak Thistle LLC first reported a position in Verizon in Q4 2021 and held it in 8 quarters.
  • Oak Thistle LLC's Verizon position peaked at $2.33M in Q4 2023.
  • 3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Oak Thistle LLC's 13F filing for Q3 2025, filed 7 Oct 2025.