Orca Wealth Management
VZ icon

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
Q3 		$1.44M Sell
31,355
-108
-0.3% -$5.08K 0.86% 34
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Orca Wealth Management's VZ Position: Q3 2026 in Review

Orca Wealth Management reduced its Verizon (VZ) stake by 0.34% in Q3 2026, selling an estimated $5.08K and leaving 31,355 shares worth $1.44M. The position accounts for 0.86% of the portfolio, ranked #34.

Orca Wealth Management first reported a position in VZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q1 2026. 1,433 funds tracked by Wall St. Rank hold VZ as of Q3 2026.

  • Orca Wealth Management held 31,355 shares of Verizon worth $1.44M as of Q3 2026.
  • Orca Wealth Management sold 108 Verizon shares in Q3 2026, an estimated $5.08K.
  • Verizon made up 0.86% of Orca Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Orca Wealth Management first reported a position in Verizon in Q4 2024 and has held it in 8 quarters since.
  • Orca Wealth Management's Verizon position peaked at $1.58M in Q1 2026.
  • 1,433 funds tracked by Wall St. Rank held Verizon as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.