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Optima Capital’s Verizon VZ Stock Holding History

Optima Capital’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
Q1 		– Sell
-2,141
Closed -$87.2K – 1296
2025
Q4 		$87.2K Buy
+2,141
New +$86.8K 0.04% 238

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Optima Capital's VZ Position: Q1 2026 in Review

Optima Capital sold out of Verizon (VZ) in Q1 2026, closing a stake of 2,141 shares — an estimated $87.2K sold.

Optima Capital first reported a position in VZ in Q4 2025 and held it in 1 quarter. The position peaked at $87.2K in Q4 2025. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Optima Capital reported no remaining Verizon position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 2,141 Verizon shares in Q1 2026, an estimated $87.2K.
  • Optima Capital first reported a position in Verizon in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Verizon position peaked at $87.2K in Q4 2025.
  • 3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.