Trail Ridge Investment Advisors’s Verizon VZ Stock Holding History

Trail Ridge Investment Advisors’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	–	Sell	-4,848	Closed	-$243K	–	104
2026 Q1	$243K	Sell	4,848 -4,550	-48%	-$211K	0.11%	95
2025 Q4	$383K	Buy	9,398 +723	+8%	+$29.3K	0.16%	82
2025 Q3	$381K	Sell	8,675 -28	-0.3%	-$1.21K	0.17%	83
2025 Q2	$372K	Buy	8,703 +941	+12%	+$40.7K	0.18%	79
2025 Q1	$352K	Buy	+7,762	New	+$323K	0.18%	78
2024 Q1	–	Sell	-7,607	Closed	-$287K	–	116
2023 Q4	$287K	Sell	7,607 -14	-0.2%	-$495	0.18%	91
2023 Q3	$247K	Sell	7,621 -971	-11%	-$32.8K	0.17%	94
2023 Q2	$320K	Sell	8,592 -917	-10%	-$33.9K	0.2%	94
2023 Q1	$370K	Sell	9,509 -1,530	-14%	-$60.3K	0.24%	88
2022 Q4	$435K	Buy	11,039 +1,002	+10%	+$37.8K	0.3%	80
2022 Q3	$384K	Sell	10,037 -8,667	-46%	-$386K	0.25%	94
2022 Q2	$949K	Buy	18,704 +17	+0.1%	+$860	0.64%	49
2022 Q1	$952K	Buy	18,687 +1,406	+8%	+$74.5K	0.58%	54
2021 Q4	$898K	Buy	+17,281	New	+$902K	0.54%	54

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Trail Ridge Investment Advisors's VZ Position: Q2 2026 in Review

Trail Ridge Investment Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,848 shares — an estimated $243K sold.

Trail Ridge Investment Advisors first reported a position in VZ in Q4 2021 and held it in 14 quarters. The position peaked at $952K in Q1 2022. 3,151 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

Trail Ridge Investment Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
Trail Ridge Investment Advisors sold 4,848 Verizon shares in Q2 2026, an estimated $243K.
Trail Ridge Investment Advisors first reported a position in Verizon in Q4 2021 and held it in 14 quarters.
Trail Ridge Investment Advisors's Verizon position peaked at $952K in Q1 2022.
3,151 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.