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Plato Investment Management’s Verizon VZ Stock Holding History

Plato Investment 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 		$8.49M Buy
201,623
+27,706
+16% +$1.3M 0.48% 39
2026
Q1 		$8.74M Buy
173,917
+28,502
+20% +$1.32M 0.59% 31
2025
Q4 		$5.95M Buy
145,415
+7,028
+5% +$285K 0.39% 57
2025
Q3 		$6.04M Buy
138,387
+11,687
+9% +$506K 0.41% 46
2025
Q2 		$5.46M Buy
126,700
+5,227
+4% +$226K 0.41% 48
2025
Q1 		$5.57M Buy
121,473
+10,801
+10% +$450K 0.47% 36
2024
Q4 		$4.44M Sell
110,672
-3,411
-3% -$144K 0.33% 68
2024
Q3 		$5.12M Buy
114,083
+3,673
+3% +$153K 0.42% 48
2024
Q2 		$4.55M Buy
110,410
+1,838
+2% +$74.1K 0.42% 54
2024
Q1 		$4.56M Buy
108,572
+93,374
+614% +$3.77M 0.47% 47
2023
Q4 		$573K Buy
+15,198
New +$538K 0.7% 29

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

Plato Investment Management's VZ Position: Q2 2026 in Review

Plato Investment Management increased its Verizon (VZ) stake by 16% in Q2 2026, buying an estimated $1.3M and bringing the position to 201,623 shares worth $8.49M. The position accounts for 0.48% of the portfolio, ranked #39.

Plato Investment Management first reported a position in VZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.74M in Q1 2026. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Plato Investment Management held 201,623 shares of Verizon worth $8.49M as of Q2 2026.
  • Plato Investment Management bought 27,706 Verizon shares in Q2 2026, an estimated $1.3M.
  • Verizon made up 0.48% of Plato Investment Management's portfolio in Q2 2026, its #39 holding.
  • Plato Investment Management first reported a position in Verizon in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Verizon position peaked at $8.74M in Q1 2026.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.