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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
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 $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

Optimist Retirement Group's VZ Position: Q1 2026 in Review

Optimist Retirement Group reduced its Verizon (VZ) stake by 1.2% in Q1 2026, selling an estimated $31.4K and leaving 56,558 shares worth $2.84M. The position accounts for 1.25% of the portfolio, ranked #12.

Optimist Retirement Group first reported a position in VZ in Q4 2023 and has held it in 10 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Optimist Retirement Group held 56,558 shares of Verizon worth $2.84M as of Q1 2026.
  • Optimist Retirement Group sold 677 Verizon shares in Q1 2026, an estimated $31.4K.
  • Verizon made up 1.25% of Optimist Retirement Group's portfolio in Q1 2026, its #12 holding.
  • Optimist Retirement Group first reported a position in Verizon in Q4 2023 and has held it in 10 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.