Vivaldi Capital Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$232K Buy
+4,625
New +$214K 0.03% 256
2025
Q4
Sell
-4,756
Closed -$209K 291
2025
Q3
$209K Sell
4,756
-4,237
-47% -$183K 0.03% 266
2025
Q2
$389K Buy
8,993
+443
+5% +$19.2K 0.06% 184
2025
Q1
$388K Buy
8,550
+431
+5% +$17.9K 0.06% 178
2024
Q4
$330K Buy
8,119
+1,634
+25% +$68.9K 0.05% 195
2024
Q3
$291K Buy
6,485
+102
+2% +$4.26K 0.08% 164
2024
Q2
$263K Buy
6,383
+194
+3% +$7.82K 0.08% 181
2024
Q1
$250K Sell
6,189
-1,437
-19% -$58K 0.07% 188
2023
Q4
$306K Buy
+7,626
New +$270K 0.09% 165
2023
Q3
Sell
-11,796
Closed -$439K 207
2023
Q2
$439K Sell
11,796
-3,606
-23% -$133K 0.14% 114
2023
Q1
$599K Sell
15,402
-275
-2% -$10.8K 0.18% 105
2022
Q4
$649K Sell
15,677
-5,064
-24% -$191K 0.16% 121
2022
Q3
$764K Sell
20,741
-5
-0% -$223 0.21% 95
2022
Q2
$1.05M Buy
20,746
+111
+0.5% +$5.62K 0.27% 81
2022
Q1
$994K Sell
20,635
-658
-3% -$34.9K 0.26% 86
2021
Q4
$1.11M Buy
21,293
+7,855
+58% +$410K 0.26% 76
2021
Q3
$726K Hold
13,438
0.16% 103
2021
Q2
$751K Sell
13,438
-1,004
-7% -$57.6K 0.15% 108
2021
Q1
$848K Sell
14,442
-1,324
-8% -$74.7K 0.17% 101
2020
Q4
$926K Buy
15,766
+378
+2% +$22.5K 0.2% 96
2020
Q3
$940K Sell
15,388
-38
-0.2% -$2.21K 0.21% 95
2020
Q2
$904K Buy
15,426
+6,708
+77% +$377K 0.19% 96
2020
Q1
$468K Buy
8,718
+1,491
+21% +$85.3K 0.11% 124
2019
Q4
$444K Sell
7,227
-2,010
-22% -$121K 0.11% 133
2019
Q3
$558K Buy
9,237
+747
+9% +$43K 0.13% 116
2019
Q2
$485K Buy
8,490
+325
+4% +$18.7K 0.13% 138
2019
Q1
$483K Sell
8,165
-256
-3% -$14.5K 0.13% 128
2018
Q4
$473K Buy
8,421
+1,613
+24% +$91.5K 0.2% 92
2018
Q3
$363K Buy
6,808
+307
+5% +$16.3K 0.19% 84
2018
Q2
$327K Buy
6,501
+244
+4% +$11.8K 0.27% 91
2018
Q1
$299K Sell
6,257
-1,090
-15% -$54.8K 0.22% 101
2017
Q4
$389K Buy
7,347
+1,815
+33% +$89.3K 0.33% 80
2017
Q3
$274K Buy
5,532
+63
+1% +$2.96K 1.18% 45
2017
Q2
$244 Buy
5,469
+447
+9% +$20.8K ﹤0.01% 77
2017
Q1
$245 Buy
+5,022
New +$252K ﹤0.01% 119

Other funds holding VZ

Vivaldi Capital Management's VZ Position: Q1 2026 in Review

Vivaldi Capital Management opened a new position in Verizon (VZ) in Q1 2026: 4,625 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #256 among its holdings. This is a return to the name: Vivaldi Capital Management previously reported a position in VZ as recently as Q3 2025.

Vivaldi Capital Management first reported a position in VZ in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.11M in Q4 2021. 3,262 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Vivaldi Capital Management held 4,625 shares of Verizon worth $232K as of Q1 2026.
  • Verizon was a new Vivaldi Capital Management position in Q1 2026.
  • Verizon made up 0.03% of Vivaldi Capital Management's portfolio in Q1 2026, its #256 holding.
  • Vivaldi Capital Management first reported a position in Verizon in Q1 2017 and has held it in 35 quarters since.
  • Vivaldi Capital Management's Verizon position peaked at $1.11M in Q4 2021.
  • 3,262 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Vivaldi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.