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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
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 $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

Orion Capital Management's VZ Position: Q1 2026 in Review

Orion Capital Management reduced its Verizon (VZ) stake by 33% in Q1 2026, selling an estimated $46.2K and leaving 2,011 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #198.

Orion Capital Management first reported a position in VZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.16M in Q1 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Orion Capital Management held 2,011 shares of Verizon worth $101K as of Q1 2026.
  • Orion Capital Management sold 996 Verizon shares in Q1 2026, an estimated $46.2K.
  • Verizon made up 0.03% of Orion Capital Management's portfolio in Q1 2026, its #198 holding.
  • Orion Capital Management first reported a position in Verizon in Q4 2020 and has held it in 21 quarters since.
  • Orion Capital Management's Verizon position peaked at $1.16M in Q1 2021.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.