Orca Wealth Management’s Verizon VZ Stock Holding History

Orca Wealth Management’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	$1.33M	Sell	31,463 -10	-0%	-$469	0.8%	33
2026 Q1	$1.58M	Buy	31,473 +80	+0.3%	+$3.71K	1.12%	34
2025 Q4	$1.43M	Buy	31,393 +123	+0.4%	+$4.99K	1.02%	34
2025 Q3	$1.37M	Buy	31,270 +218	+0.7%	+$9.44K	1.04%	33
2025 Q2	$1.34M	Buy	31,052 +304	+1%	+$13.2K	1.13%	33
2025 Q1	$1.39M	Buy	30,748 +226	+0.7%	+$9.41K	1.25%	30
2024 Q4	$1.22M	Buy	+30,522	New	+$1.29M	1.1%	33

Other funds holding VZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Orca Wealth Management's VZ Position: Q2 2026 in Review

Orca Wealth Management reduced its Verizon (VZ) stake by 0.03% in Q2 2026, selling an estimated $469 and leaving 31,463 shares worth $1.33M. The position accounts for 0.8% of the portfolio, ranked #33.

Orca Wealth Management first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q1 2026. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Orca Wealth Management held 31,463 shares of Verizon worth $1.33M as of Q2 2026.
Orca Wealth Management sold 10 Verizon shares in Q2 2026, an estimated $469.
Verizon made up 0.8% of Orca Wealth Management's portfolio in Q2 2026, its #33 holding.
Orca Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
Orca Wealth Management's Verizon position peaked at $1.58M in Q1 2026.
1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.