Regatta Capital Group’s Verizon VZ Stock Holding History

Regatta Capital Group’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	$2.73M	Sell	54,352 -2,148	-4%	-$99.6K	0.41%	43
2025 Q4	$2.3M	Sell	56,500 -6,079	-10%	-$247K	0.35%	49
2025 Q3	$2.75M	Sell	62,579 -7,216	-10%	-$312K	0.43%	39
2025 Q2	$3.02M	Sell	69,795 -2,104	-3%	-$91.1K	0.52%	35
2025 Q1	$3.26M	Buy	71,899 +787	+1%	+$32.8K	0.63%	29
2024 Q4	$2.84M	Sell	71,112 -2,463	-3%	-$104K	0.55%	31
2024 Q3	$3.3M	Buy	73,575 +708	+1%	+$29.5K	0.64%	30
2024 Q2	$3.01M	Buy	72,867 +372	+0.5%	+$15K	0.65%	31
2024 Q1	$3.04M	Buy	72,495 +4,828	+7%	+$195K	0.68%	29
2023 Q4	$2.55M	Buy	67,667 +5,765	+9%	+$204K	0.67%	32
2023 Q3	$2.01M	Buy	61,902 +51,969	+523%	+$1.76M	0.64%	32
2023 Q2	$369K	Sell	9,933 -2,026	-17%	-$75K	0.12%	123
2023 Q1	$471K	Hold	11,959	–	–	0.17%	104
2022 Q4	$471K	Buy	11,959 +187	+2%	+$7.05K	0.17%	104
2022 Q3	$597K	Buy	11,772 +3,850	+49%	+$171K	0.24%	88
2022 Q2	$402K	Sell	7,922 -6,241	-44%	-$316K	0.19%	99
2022 Q1	$721K	Sell	14,163 -545	-4%	-$28.9K	0.25%	87
2021 Q4	$764K	Buy	+14,708	New	+$767K	0.27%	81

Other funds holding VZ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return