TIM
VZ icon

Tortoise Investment Management’s Verizon VZ Stock Holding History

Tortoise 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
Q1 		$203K Buy
+4,036
New +$187K 0.02% 233
2025
Q4 		– Sell
-4,357
Closed -$191K – 1433
2025
Q3 		$191K Buy
4,357
+91
+2% +$3.94K 0.02% 232
2025
Q2 		$185K Buy
4,266
+221
+5% +$9.57K 0.02% 227
2025
Q1 		$183K Buy
4,045
+21
+0.5% +$874 0.02% 223
2024
Q4 		$161K Sell
4,024
-192
-5% -$8.1K 0.02% 251
2024
Q3 		$189K Sell
4,216
-361
-8% -$15.1K 0.02% 234
2024
Q2 		$189K Sell
4,577
-26
-0.6% -$1.05K 0.02% 215
2024
Q1 		$193K Buy
4,603
+20
+0.4% +$807 0.02% 215
2023
Q4 		$173K Buy
4,583
+411
+10% +$14.5K 0.02% 222
2023
Q3 		$135K Buy
4,172
+193
+5% +$6.52K 0.02% 243
2023
Q2 		$148K Buy
3,979
+1,100
+38% +$40.7K 0.02% 235
2023
Q1 		$112K Hold
2,879
– – 0.02% 255
2022
Q4 		$113K Sell
2,879
-1,394
-33% -$52.5K 0.02% 253
2022
Q3 		$162K Buy
4,273
+1,121
+36% +$49.9K 0.03% 198
2022
Q2 		$160K Hold
3,152
– – 0.03% 186
2022
Q1 		$161K Sell
3,152
-293
-9% -$15.5K 0.03% 196
2021
Q4 		$179K Buy
3,445
+403
+13% +$21K 0.03% 173
2021
Q3 		$164K Hold
3,042
– – 0.03% 171
2021
Q2 		$170K Hold
3,042
– – 0.04% 167
2021
Q1 		$177K Buy
3,042
+1,720
+130% +$97.1K 0.04% 157
2020
Q4 		$78K Buy
1,322
+40
+3% +$2.38K 0.02% 203
2020
Q3 		$76K Buy
1,282
+100
+8% +$5.81K 0.02% 200
2020
Q2 		$65K Sell
1,182
-896
-43% -$50.4K 0.02% 203
2020
Q1 		$112K Sell
2,078
-452
-18% -$25.9K 0.03% 164
2019
Q4 		$155K Buy
2,530
+31
+1% +$1.87K 0.04% 158
2019
Q3 		$151K Sell
2,499
-30
-1% -$1.73K 0.04% 155
2019
Q2 		$144K Hold
2,529
– – 0.04% 160
2019
Q1 		$150K Buy
2,529
+269
+12% +$15.2K 0.04% 155
2018
Q4 		$127K Buy
2,260
+148
+7% +$8.4K 0.03% 160
2018
Q3 		$113K Hold
2,112
– – 0.03% 178
2018
Q2 		$106K Hold
2,112
– – 0.03% 178
2018
Q1 		$101K Hold
2,112
– – 0.03% 179
2017
Q4 		$112K Hold
2,112
– – 0.03% 176
2017
Q3 		$105K Sell
2,112
-23
-1% -$1.08K 0.03% 177
2017
Q2 		$95K Sell
2,135
-227
-10% -$10.6K 0.03% 164
2017
Q1 		$115K Sell
2,362
-247
-9% -$12.4K 0.04% 135
2016
Q4 		$139K Buy
2,609
+680
+35% +$34K 0.05% 125
2016
Q3 		$100K Buy
1,929
+338
+21% +$18.1K 0.03% 138
2016
Q2 		$89K Hold
1,591
– – 0.03% 153
2016
Q1 		$86K Hold
1,591
– – 0.03% 154
2015
Q4 		$74K Hold
1,591
– – 0.03% 175
2015
Q3 		$69K Sell
1,591
-500
-24% -$23.1K 0.03% 177
2015
Q2 		$97K Hold
2,091
– – 0.04% 162
2015
Q1 		$102K Buy
2,091
+950
+83% +$45.9K 0.04% 155
2014
Q4 		$53K Buy
1,141
+344
+43% +$16.8K 0.02% 209
2014
Q3 		$40K Hold
797
– – 0.02% 223
2014
Q2 		$39K Buy
797
+767
+2,557% +$37.2K 0.02% 229
2014
Q1 		$1K Hold
30
– – ﹤0.01% 342
2013
Q4 		$1K Hold
30
– – ﹤0.01% 329
2013
Q3 		$1K Sell
30
-110
-79% -$5.37K ﹤0.01% 345
2013
Q2 		$7K Buy
+140
New +$7.14K ﹤0.01% 260

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

Tortoise Investment Management's VZ Position: Q1 2026 in Review

Tortoise Investment Management opened a new position in Verizon (VZ) in Q1 2026: 4,036 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings. This is a return to the name: Tortoise Investment Management previously reported a position in VZ as recently as Q3 2025.

Tortoise Investment Management first reported a position in VZ in Q2 2013 and has held it in 51 quarters since. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Tortoise Investment Management held 4,036 shares of Verizon worth $203K as of Q1 2026.
  • Verizon was a new Tortoise Investment Management position in Q1 2026.
  • Verizon made up 0.02% of Tortoise Investment Management's portfolio in Q1 2026, its #233 holding.
  • Tortoise Investment Management first reported a position in Verizon in Q2 2013 and has held it in 51 quarters since.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.