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Perigon Wealth Management’s Vodafone VOD Stock Holding History

Perigon Wealth Management’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$628K Buy
41,788
+495
+1% +$7.24K 0.01% 687
2025
Q4 		$545K Sell
41,293
-2,077
-5% -$25.1K 0.01% 752
2025
Q3 		$503K Buy
43,370
+2,486
+6% +$28.4K 0.01% 742
2025
Q2 		$436K Sell
40,884
-62
-0.2% -$600 0.01% 712
2025
Q1 		$384K Buy
40,946
+7,079
+21% +$62.2K 0.01% 718
2024
Q4 		$287K Sell
33,867
-8,714
-20% -$79.4K 0.01% 835
2024
Q3 		$427K Buy
+42,581
New +$406K 0.01% 664
2024
Q1 		– Sell
-35,441
Closed -$308K – 903
2023
Q4 		$308K Sell
35,441
-3,184
-8% -$29.1K 0.01% 648
2023
Q3 		$366K Buy
38,625
+1,266
+3% +$12K 0.01% 525
2023
Q2 		$353K Buy
37,359
+8,618
+30% +$90.6K 0.01% 554
2023
Q1 		$317K Buy
28,741
+6,632
+30% +$75.5K 0.02% 525
2022
Q4 		$224K Buy
22,109
+627
+3% +$7.04K 0.01% 626
2022
Q3 		$243K Buy
21,482
+611
+3% +$8.53K 0.02% 485
2022
Q2 		$325K Buy
20,871
+488
+2% +$7.79K 0.03% 416
2022
Q1 		$339K Buy
+20,383
New +$347K 0.02% 431
2021
Q4 		– Sell
-21,762
Closed -$336K – 603
2021
Q3 		$336K Buy
21,762
+3,592
+20% +$59.4K 0.03% 388
2021
Q2 		$311K Buy
18,170
+346
+2% +$6.48K 0.03% 398
2021
Q1 		$328K Buy
17,824
+623
+4% +$11.3K 0.03% 374
2020
Q4 		$283K Sell
17,201
-1
-0% -$16 0.03% 342
2020
Q3 		$231K Buy
17,202
+63
+0.4% +$950 0.03% 346
2020
Q2 		$273K Buy
17,139
+33
+0.2% +$498 0.04% 286
2020
Q1 		$243K Buy
17,106
+5,324
+45% +$95.1K 0.05% 275
2019
Q4 		$228K Sell
11,782
-5,868
-33% -$117K 0.05% 237
2019
Q3 		$363K Buy
17,650
+435
+3% +$7.88K 0.09% 152
2019
Q2 		$281K Sell
17,215
-13,258
-44% -$228K 0.07% 180
2019
Q1 		$554K Buy
30,473
+14,132
+86% +$262K 0.13% 118
2018
Q4 		$314K Buy
16,341
+1,301
+9% +$26K 0.08% 159
2018
Q3 		$326K Buy
+15,040
New +$350K 0.08% 164
2018
Q2 		– Sell
-1,000
Closed -$28K – 583
2018
Q1 		$28K Sell
1,000
-2,095
-68% -$62.4K 0.01% 386
2017
Q4 		$101K Hold
3,095
– – 0.04% 199
2017
Q3 		$88K Sell
3,095
-7,045
-69% -$204K 0.03% 272
2017
Q2 		$304K Buy
10,140
+4,597
+83% +$128K 0.07% 209
2017
Q1 		$147K Buy
+5,543
New +$142K 0.03% 275
2016
Q3 		– Sell
-3,097
Closed -$96K – 644
2016
Q2 		$96K Sell
3,097
-133
-4% -$4.32K 0.03% 232
2016
Q1 		$110K Buy
+3,230
New +$101K 0.03% 165
2015
Q1 		– Sell
-6,109
Closed -$209K – 225
2014
Q4 		$209K Sell
6,109
-567
-8% -$19.1K 0.06% 200
2014
Q3 		$220K Sell
6,676
-4,826
-42% -$161K 0.07% 189
2014
Q2 		$384K Sell
11,502
-18,122
-61% -$642K 0.11% 141
2014
Q1 		$1.09M Sell
29,624
-23,984
-45% -$925K 0.6% 44
2013
Q4 		$2.15M Buy
+53,608
New +$2.02M 1.19% 32

Other funds holding VOD

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Perigon Wealth Management's VOD Position: Q1 2026 in Review

Perigon Wealth Management increased its Vodafone (VOD) stake by 1.2% in Q1 2026, buying an estimated $7.24K and bringing the position to 41,788 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #687.

Perigon Wealth Management first reported a position in VOD in Q4 2013 and has held it in 40 quarters since. The position peaked at $2.15M in Q4 2013. 549 funds tracked by Wall St. Rank hold VOD as of Q1 2026.

  • Perigon Wealth Management held 41,788 shares of Vodafone worth $628K as of Q1 2026.
  • Perigon Wealth Management bought 495 Vodafone shares in Q1 2026, an estimated $7.24K.
  • Vodafone made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #687 holding.
  • Perigon Wealth Management first reported a position in Vodafone in Q4 2013 and has held it in 40 quarters since.
  • Perigon Wealth Management's Vodafone position peaked at $2.15M in Q4 2013.
  • 549 funds tracked by Wall St. Rank held Vodafone as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.