Osterweis Capital Management’s Verizon VZ Stock Holding History

Osterweis 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
2025 Q2	–	Sell	-55	Closed	-$2.5K	–	419
2025 Q1	$2.5K	Sell	55 -1,787	-97%	-$74.4K	﹤0.01%	179
2024 Q4	$73.7K	Hold	1,842	–	–	﹤0.01%	162
2024 Q3	$82.7K	Hold	1,842	–	–	﹤0.01%	160
2024 Q2	$76K	Hold	1,842	–	–	﹤0.01%	160
2024 Q1	$77.3K	Hold	1,842	–	–	﹤0.01%	158
2023 Q4	$69.4K	Hold	1,842	–	–	﹤0.01%	157
2023 Q3	$59.7K	Hold	1,842	–	–	﹤0.01%	163
2023 Q2	$68.5K	Hold	1,842	–	–	﹤0.01%	161
2023 Q1	$71.6K	Hold	1,842	–	–	﹤0.01%	161
2022 Q4	$72.6K	Hold	1,842	–	–	0.01%	160
2022 Q3	$70K	Buy	+1,842	New	+$82K	0.01%	154
2018 Q4	–	Sell	-6,342	Closed	-$339K	–	118
2018 Q3	$339K	Buy	6,342 +500	+9%	+$26.5K	0.02%	101
2018 Q2	$294K	Buy	+5,842	New	+$283K	0.02%	100
2013 Q3	–	Sell	-600	Closed	-$30K	–	118
2013 Q2	$30K	Buy	+600	New	+$30.6K	﹤0.01%	119

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Osterweis Capital Management's VZ Position: Q2 2025 in Review

Osterweis Capital Management sold out of Verizon (VZ) in Q2 2025, closing a stake of 55 shares — an estimated $2.5K sold.

Osterweis Capital Management first reported a position in VZ in Q2 2013 and held it in 14 quarters. The position peaked at $339K in Q3 2018. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.

Osterweis Capital Management reported no remaining Verizon position as of Q2 2025 after selling out during the quarter.
Osterweis Capital Management sold 55 Verizon shares in Q2 2025, an estimated $2.5K.
Osterweis Capital Management first reported a position in Verizon in Q2 2013 and held it in 14 quarters.
Osterweis Capital Management's Verizon position peaked at $339K in Q3 2018.
3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.