Roberts Capital Advisors’s Verizon VZ Stock Holding History

Roberts Capital Advisors’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 Q4	–	Sell	-10,863	Closed	-$477K	–	60
2025 Q3	$477K	Buy	+10,863	New	+$470K	0.53%	61

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

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

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

Roberts Capital Advisors's VZ Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Verizon (VZ) in Q4 2025, closing a stake of 10,863 shares — an estimated $477K sold.

Roberts Capital Advisors first reported a position in VZ in Q3 2025 and held it in 1 quarter. The position peaked at $477K in Q3 2025. 3,101 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

Roberts Capital Advisors reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 10,863 Verizon shares in Q4 2025, an estimated $477K.
Roberts Capital Advisors first reported a position in Verizon in Q3 2025 and held it in 1 quarter.
Roberts Capital Advisors's Verizon position peaked at $477K in Q3 2025.
3,101 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.