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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Trail Ridge Investment Advisors's VZ Position: Q1 2026 in Review

Trail Ridge Investment Advisors reduced its Verizon (VZ) stake by 48% in Q1 2026, selling an estimated $211K and leaving 4,848 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #95.

Trail Ridge Investment Advisors first reported a position in VZ in Q4 2021 and has held it in 14 quarters since. The position peaked at $952K in Q1 2022. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

Trail Ridge Investment Advisors held 4,848 shares of Verizon worth $243K as of Q1 2026.
Trail Ridge Investment Advisors sold 4,550 Verizon shares in Q1 2026, an estimated $211K.
Verizon made up 0.11% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #95 holding.
Trail Ridge Investment Advisors first reported a position in Verizon in Q4 2021 and has held it in 14 quarters since.
Trail Ridge Investment Advisors's Verizon position peaked at $952K in Q1 2022.
3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.