Shepherd Kaplan Krochuk’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$428K Sell
10,120
-215
-2% -$10.1K 0.34% 52
2026
Q1
$519K Sell
10,335
-247
-2% -$11.4K 0.44% 46
2025
Q4
$431K Sell
10,582
-742
-7% -$30.1K 0.36% 53
2025
Q3
$498K Sell
11,324
-703
-6% -$30.4K 0.41% 49
2025
Q2
$520K Sell
12,027
-18
-0.1% -$779 0.45% 46
2025
Q1
$546K Buy
+12,045
New +$501K 0.47% 46

Other funds holding VZ

Shepherd Kaplan Krochuk's VZ Position: Q2 2026 in Review

Shepherd Kaplan Krochuk reduced its Verizon (VZ) stake by 2.1% in Q2 2026, selling an estimated $10.1K and leaving 10,120 shares worth $428K. The position accounts for 0.34% of the portfolio, ranked #52.

Shepherd Kaplan Krochuk first reported a position in VZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $546K in Q1 2025. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Shepherd Kaplan Krochuk held 10,120 shares of Verizon worth $428K as of Q2 2026.
  • Shepherd Kaplan Krochuk sold 215 Verizon shares in Q2 2026, an estimated $10.1K.
  • Verizon made up 0.34% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #52 holding.
  • Shepherd Kaplan Krochuk first reported a position in Verizon in Q1 2025 and has held it in 6 quarters since.
  • Shepherd Kaplan Krochuk's Verizon position peaked at $546K in Q1 2025.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.