Sierra Ocean’s Verizon VZ Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-613	Closed	-$26.6K	–	947
2025 Q2	$26.6K	Sell	613 -1,356	-69%	-$58.7K	0.02%	282
2025 Q1	$89.4K	Buy	1,969 +621	+46%	+$25.9K	0.07%	107
2024 Q4	$53.9K	Buy	+1,348	New	+$56.9K	0.04%	160

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sierra Ocean's VZ Position: Q3 2025 in Review

Sierra Ocean sold out of Verizon (VZ) in Q3 2025, closing a stake of 613 shares — an estimated $26.6K sold.

Sierra Ocean first reported a position in VZ in Q4 2024 and held it in 3 quarters. The position peaked at $89.4K in Q1 2025. 3,037 funds tracked by Wall St. Rank hold VZ as of Q3 2025.

Sierra Ocean reported no remaining Verizon position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 613 Verizon shares in Q3 2025, an estimated $26.6K.
Sierra Ocean first reported a position in Verizon in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Verizon position peaked at $89.4K in Q1 2025.
3,037 funds tracked by Wall St. Rank held Verizon as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.