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Rothschild Investment LLC’s Verizon VZ Stock Holding History

Rothschild Investment LLC’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 		$8.5M Buy
169,225
+288
+0.2% +$13.3K 0.44% 58
2025
Q4 		$6.88M Sell
168,937
-18,913
-10% -$767K 0.38% 62
2025
Q3 		$8.26M Sell
187,850
-5,573
-3% -$241K 0.47% 53
2025
Q2 		$8.37M Sell
193,423
-5,242
-3% -$227K 0.52% 50
2025
Q1 		$9.01M Buy
198,665
+1,265
+0.6% +$52.7K 0.6% 43
2024
Q4 		$7.89M Buy
197,400
+5,333
+3% +$225K 0.52% 51
2024
Q3 		$8.63M Sell
192,067
-2,706
-1% -$113K 0.56% 45
2024
Q2 		$8.03M Buy
194,773
+271
+0.1% +$10.9K 0.56% 42
2024
Q1 		$8.16M Sell
194,502
-5,953
-3% -$240K 0.59% 44
2023
Q4 		$7.56M Sell
200,455
-53,039
-21% -$1.88M 0.63% 44
2023
Q3 		$8.22M Sell
253,494
-7,100
-3% -$240K 0.69% 38
2023
Q2 		$9.69M Sell
260,594
-4,083
-2% -$151K 0.81% 34
2023
Q1 		$10.3M Buy
264,677
+20,845
+9% +$822K 0.9% 27
2022
Q4 		$9.61M Buy
243,832
+41,968
+21% +$1.58M 0.88% 28
2022
Q3 		$7.67M Sell
201,864
-1,221
-0.6% -$54.4K 0.76% 36
2022
Q2 		$10.3M Buy
203,085
+19,738
+11% +$998K 0.95% 23
2022
Q1 		$9.34M Buy
183,347
+9,719
+6% +$515K 0.73% 35
2021
Q4 		$9.02M Sell
173,628
-6,542
-4% -$341K 0.7% 42
2021
Q3 		$9.73M Buy
180,170
+1,273
+0.7% +$70.4K 0.82% 32
2021
Q2 		$10M Buy
178,897
+9,989
+6% +$573K 0.8% 33
2021
Q1 		$9.82M Buy
168,908
+9,736
+6% +$549K 0.85% 27
2020
Q4 		$9.35M Buy
159,172
+7,639
+5% +$454K 0.9% 27
2020
Q3 		$9.02M Buy
151,533
+11,597
+8% +$674K 0.98% 21
2020
Q2 		$7.71M Buy
139,936
+8,423
+6% +$474K 0.93% 25
2020
Q1 		$7.07M Sell
131,513
-1,632
-1% -$93.4K 0.92% 26
2019
Q4 		$8.18M Buy
133,145
+700
+0.5% +$42.2K 0.81% 35
2019
Q3 		$7.99M Buy
132,445
+1,976
+2% +$114K 0.93% 30
2019
Q2 		$7.45M Sell
130,469
-96
-0.1% -$5.53K 0.88% 33
2019
Q1 		$7.72M Sell
130,565
-2,829
-2% -$160K 0.91% 33
2018
Q4 		$7.5M Sell
133,394
-80,467
-38% -$4.57M 1% 25
2018
Q3 		$11.4M Sell
213,861
-3,995
-2% -$211K 1.35% 16
2018
Q2 		$11M Buy
217,856
+10,258
+5% +$497K 1.38% 15
2018
Q1 		$9.93M Sell
207,598
-18,663
-8% -$938K 1.27% 20
2017
Q4 		$12M Buy
226,261
+6,896
+3% +$339K 1.3% 13
2017
Q3 		$10.9M Buy
219,365
+1,984
+0.9% +$93.3K 1.23% 17
2017
Q2 		$9.71M Buy
217,381
+14,147
+7% +$659K 1.1% 20
2017
Q1 		$9.91M Buy
203,234
+4,481
+2% +$225K 1.15% 19
2016
Q4 		$10.6M Sell
198,753
-1,553
-0.8% -$77.6K 1.28% 13
2016
Q3 		$10.4M Sell
200,306
-5,830
-3% -$313K 1.28% 12
2016
Q2 		$11.5M Buy
206,136
+6,050
+3% +$314K 1.47% 7
2016
Q1 		$10.8M Sell
200,086
-6,078
-3% -$304K 1.39% 8
2015
Q4 		$9.53M Buy
206,164
+163
+0.1% +$7.4K 1.21% 15
2015
Q3 		$8.96M Buy
206,001
+3,747
+2% +$173K 1.18% 13
2015
Q2 		$9.43M Sell
202,254
-3,275
-2% -$160K 1.09% 16
2015
Q1 		$9.99M Sell
205,529
-7,359
-3% -$355K 1.17% 15
2014
Q4 		$9.96M Sell
212,888
-30,396
-12% -$1.49M 1.19% 14
2014
Q3 		$12.2M Buy
243,284
+26,420
+12% +$1.31M 1.48% 9
2014
Q2 		$10.6M Buy
216,864
+34,708
+19% +$1.68M 1.36% 11
2014
Q1 		$8.66M Buy
182,156
+11,846
+7% +$560K 1.17% 16
2013
Q4 		$8.37M Sell
170,310
-13,301
-7% -$654K 1.14% 16
2013
Q3 		$8.57M Buy
183,611
+88,495
+93% +$4.32M 1.26% 16
2013
Q2 		$4.79M Buy
+95,116
New +$4.85M 0.78% 36

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rothschild Investment LLC's VZ Position: Q1 2026 in Review

Rothschild Investment LLC increased its Verizon (VZ) stake by 0.17% in Q1 2026, buying an estimated $13.3K and bringing the position to 169,225 shares worth $8.5M. The position accounts for 0.44% of the portfolio, ranked #58.

Rothschild Investment LLC first reported a position in VZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.2M in Q3 2014. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Rothschild Investment LLC held 169,225 shares of Verizon worth $8.5M as of Q1 2026.
  • Rothschild Investment LLC bought 288 Verizon shares in Q1 2026, an estimated $13.3K.
  • Verizon made up 0.44% of Rothschild Investment LLC's portfolio in Q1 2026, its #58 holding.
  • Rothschild Investment LLC first reported a position in Verizon in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's Verizon position peaked at $12.2M in Q3 2014.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.