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Rockbridge Investment Management’s Verizon VZ Stock Holding History

Rockbridge 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 		$265K Sell
6,265
-5,019
-44% -$235K 0.02% 127
2026
Q1 		$566K Buy
11,284
+5,614
+99% +$260K 0.05% 87
2025
Q4 		$231K Sell
5,670
-58
-1% -$2.35K 0.02% 126
2025
Q3 		$252K Sell
5,728
-31
-0.5% -$1.34K 0.02% 123
2025
Q2 		$249K Sell
5,759
-23
-0.4% -$996 0.03% 123
2025
Q1 		$262K Sell
5,782
-59
-1% -$2.46K 0.03% 116
2024
Q4 		$234K Buy
5,841
+966
+20% +$40.8K 0.03% 121
2024
Q3 		$219K Hold
4,875
– – 0.03% 122
2024
Q2 		$201K Sell
4,875
-2,245
-32% -$90.5K 0.03% 116
2024
Q1 		$299K Buy
7,120
+1,611
+29% +$65K 0.04% 100
2023
Q4 		$208K Buy
+5,509
New +$195K 0.03% 113
2022
Q3 		– Sell
-3,379
Closed -$171K – 594
2022
Q2 		$171K Sell
3,379
-3,890
-54% -$197K 0.04% 110
2022
Q1 		$379K Sell
7,269
-3,898
-35% -$206K 0.06% 111
2021
Q4 		$580K Buy
11,167
+296
+3% +$15.4K 0.09% 101
2021
Q3 		$587K Buy
10,871
+1,441
+15% +$79.7K 0.1% 83
2021
Q2 		$528K Buy
9,430
+1,699
+22% +$97.5K 0.09% 90
2021
Q1 		$450K Buy
7,731
+762
+11% +$43K 0.09% 97
2020
Q4 		$409K Buy
6,969
+696
+11% +$41.3K 0.08% 103
2020
Q3 		$373K Buy
6,273
+5
+0.1% +$291 0.09% 97
2020
Q2 		$346K Buy
+6,268
New +$353K 0.09% 94

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

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

Rockbridge Investment Management reduced its Verizon (VZ) stake by 44% in Q2 2026, selling an estimated $235K and leaving 6,265 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #127.

Rockbridge Investment Management first reported a position in VZ in Q2 2020 and has held it in 20 quarters since. The position peaked at $587K in Q3 2021. 3,160 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Rockbridge Investment Management held 6,265 shares of Verizon worth $265K as of Q2 2026.
  • Rockbridge Investment Management sold 5,019 Verizon shares in Q2 2026, an estimated $235K.
  • Verizon made up 0.02% of Rockbridge Investment Management's portfolio in Q2 2026, its #127 holding.
  • Rockbridge Investment Management first reported a position in Verizon in Q2 2020 and has held it in 20 quarters since.
  • Rockbridge Investment Management's Verizon position peaked at $587K in Q3 2021.
  • 3,160 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.