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Optimist Retirement Group’s Verizon VZ Stock Holding History

Optimist Retirement Group’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 		$2.39M Sell
56,547
-11
-0% -$516 0.92% 32
2026
Q1 		$2.84M Sell
56,558
-677
-1% -$31.4K 1.25% 12
2025
Q4 		$2.33M Buy
57,235
+80
+0.1% +$3.25K 1.07% 27
2025
Q3 		$2.51M Buy
57,155
+518
+0.9% +$22.4K 1.14% 22
2025
Q2 		$2.45M Sell
56,637
-300
-0.5% -$13K 1.17% 21
2025
Q1 		$2.58M Buy
56,937
+1,387
+2% +$57.7K 1.29% 13
2024
Q4 		$2.22M Sell
55,550
-672
-1% -$28.3K 1.05% 23
2024
Q3 		$2.52M Buy
56,222
+1,047
+2% +$43.7K 1.14% 20
2024
Q2 		$2.28M Buy
55,175
+1,208
+2% +$48.7K 1.2% 20
2024
Q1 		$2.26M Buy
53,967
+37,213
+222% +$1.5M 1.16% 18
2023
Q4 		$632K Buy
+16,754
New +$593K 0.41% 40

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Optimist Retirement Group's VZ Position: Q2 2026 in Review

Optimist Retirement Group reduced its Verizon (VZ) stake by 0.02% in Q2 2026, selling an estimated $516 and leaving 56,547 shares worth $2.39M. The position accounts for 0.92% of the portfolio, ranked #32.

Optimist Retirement Group first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.84M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Optimist Retirement Group held 56,547 shares of Verizon worth $2.39M as of Q2 2026.
  • Optimist Retirement Group sold 11 Verizon shares in Q2 2026, an estimated $516.
  • Verizon made up 0.92% of Optimist Retirement Group's portfolio in Q2 2026, its #32 holding.
  • Optimist Retirement Group first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Optimist Retirement Group's Verizon position peaked at $2.84M in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.