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Optas LLC’s Verizon VZ Stock Holding History

Optas 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
2026
Q2 		$749K Sell
17,684
-2,448
-12% -$115K 0.1% 111
2026
Q1 		$1.01M Buy
20,132
+4,952
+33% +$230K 0.15% 81
2025
Q4 		$618K Sell
15,180
-322
-2% -$13.1K 0.1% 140
2025
Q3 		$681K Buy
15,502
+860
+6% +$37.2K 0.12% 105
2025
Q2 		$634K Sell
14,642
-15,562
-52% -$674K 0.12% 104
2025
Q1 		$1.37M Buy
30,204
+15,334
+103% +$638K 0.24% 51
2024
Q4 		$595K Buy
14,870
+1,238
+9% +$52.2K 0.13% 96
2024
Q3 		$612K Buy
13,632
+1,754
+15% +$73.2K 0.14% 90
2024
Q2 		$490K Buy
11,878
+641
+6% +$25.8K 0.13% 87
2024
Q1 		$472K Buy
11,237
+1,053
+10% +$42.5K 0.13% 95
2023
Q4 		$384K Buy
10,184
+3,658
+56% +$129K 0.12% 106
2023
Q3 		$212K Buy
+6,526
New +$221K 0.07% 161
2023
Q2 		– Sell
-5,673
Closed -$221K – 171
2023
Q1 		$221K Buy
5,673
+308
+6% +$12.1K 0.08% 145
2022
Q4 		$211K Buy
+5,365
New +$202K 0.09% 129
2022
Q3 		– Sell
-4,578
Closed -$231K – 145
2022
Q2 		$231K Buy
+4,578
New +$232K 0.09% 123
2021
Q4 		– Sell
-6,833
Closed -$369K – 158
2021
Q3 		$369K Sell
6,833
-71
-1% -$3.93K 0.11% 107
2021
Q2 		$387K Buy
6,904
+512
+8% +$29.4K 0.11% 103
2021
Q1 		$373K Sell
6,392
-982
-13% -$55.4K 0.12% 99
2020
Q4 		$433K Sell
7,374
-4,733
-39% -$281K 0.14% 89
2020
Q3 		$721K Buy
12,107
+5,538
+84% +$322K 0.22% 77
2020
Q2 		$362K Sell
6,569
-2,199
-25% -$124K 0.15% 82
2020
Q1 		$471K Buy
+8,768
New +$502K 0.23% 61

Other funds holding VZ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Optas LLC's VZ Position: Q2 2026 in Review

Optas LLC reduced its Verizon (VZ) stake by 12% in Q2 2026, selling an estimated $115K and leaving 17,684 shares worth $749K. The position accounts for 0.1% of the portfolio, ranked #111.

Optas LLC first reported a position in VZ in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.37M in Q1 2025. 924 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Optas LLC held 17,684 shares of Verizon worth $749K as of Q2 2026.
  • Optas LLC sold 2,448 Verizon shares in Q2 2026, an estimated $115K.
  • Verizon made up 0.1% of Optas LLC's portfolio in Q2 2026, its #111 holding.
  • Optas LLC first reported a position in Verizon in Q1 2020 and has held it in 22 quarters since.
  • Optas LLC's Verizon position peaked at $1.37M in Q1 2025.
  • 924 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.