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Orion Capital Management’s Verizon VZ Stock Holding History

Orion Capital 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 		$59.9K Sell
1,414
-597
-30% -$28K 0.02% 265
2026
Q1 		$101K Sell
2,011
-996
-33% -$46.2K 0.03% 198
2025
Q4 		$122K Buy
3,007
+23
+0.8% +$933 0.04% 184
2025
Q3 		$131K Buy
2,984
+3
+0.1% +$130 0.05% 172
2025
Q2 		$129K Buy
2,981
+3
+0.1% +$130 0.05% 161
2025
Q1 		$135K Buy
2,978
+186
+7% +$7.74K 0.06% 155
2024
Q4 		$112K Buy
+2,792
New +$118K 0.05% 159
2024
Q3 		– Sell
-3,792
Closed -$156K – 419
2024
Q2 		$156K Hold
3,792
– – 0.08% 128
2024
Q1 		$159K Sell
3,792
-4,000
-51% -$161K 0.08% 136
2023
Q4 		$294K Sell
7,792
-1,000
-11% -$35.4K 0.17% 90
2023
Q3 		$285K Sell
8,792
-1,300
-13% -$43.9K 0.19% 89
2023
Q2 		$375K Sell
10,092
-200
-2% -$7.4K 0.25% 83
2023
Q1 		$400K Hold
10,292
– – 0.27% 75
2022
Q4 		$406K Sell
10,292
-11,745
-53% -$443K 0.3% 67
2022
Q3 		$837K Buy
22,037
+8,047
+58% +$358K 0.67% 35
2022
Q2 		$710K Sell
13,990
-2,452
-15% -$124K 0.55% 40
2022
Q1 		$838K Sell
16,442
-755
-4% -$40K 0.5% 47
2021
Q4 		$894K Sell
17,197
-2,060
-11% -$107K 0.51% 50
2021
Q3 		$1.04M Sell
19,257
-400
-2% -$22.1K 0.63% 43
2021
Q2 		$1.1M Sell
19,657
-200
-1% -$11.5K 0.69% 41
2021
Q1 		$1.16M Buy
19,857
+200
+1% +$11.3K 0.81% 35
2020
Q4 		$1.1M Buy
+19,657
New +$1.17M 0.81% 36

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

Orion Capital Management's VZ Position: Q2 2026 in Review

Orion Capital Management reduced its Verizon (VZ) stake by 30% in Q2 2026, selling an estimated $28K and leaving 1,414 shares worth $59.9K. The position accounts for 0.02% of the portfolio, ranked #265.

Orion Capital Management first reported a position in VZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.16M in Q1 2021. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Orion Capital Management held 1,414 shares of Verizon worth $59.9K as of Q2 2026.
  • Orion Capital Management sold 597 Verizon shares in Q2 2026, an estimated $28K.
  • Verizon made up 0.02% of Orion Capital Management's portfolio in Q2 2026, its #265 holding.
  • Orion Capital Management first reported a position in Verizon in Q4 2020 and has held it in 22 quarters since.
  • Orion Capital Management's Verizon position peaked at $1.16M in Q1 2021.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.