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Waterloo Capital’s Verizon VZ Stock Holding History

Waterloo Capital’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 		$3.01M Sell
59,955
-3,581
-6% -$166K 0.21% 108
2025
Q4 		$2.59M Buy
63,536
+5,430
+9% +$220K 0.19% 119
2025
Q3 		$2.55M Buy
58,106
+8,425
+17% +$365K 0.19% 116
2025
Q2 		$2.15M Buy
49,681
+5,638
+13% +$244K 0.17% 127
2025
Q1 		$2M Buy
44,043
+8,554
+24% +$356K 0.19% 126
2024
Q4 		$1.42M Sell
35,489
-3,563
-9% -$150K 0.15% 143
2024
Q3 		$1.75M Buy
39,052
+8,655
+28% +$361K 0.19% 120
2024
Q2 		$1.25M Buy
+30,397
New +$1.23M 0.15% 134

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

Waterloo Capital's VZ Position: Q1 2026 in Review

Waterloo Capital reduced its Verizon (VZ) stake by 5.6% in Q1 2026, selling an estimated $166K and leaving 59,955 shares worth $3.01M. The position accounts for 0.21% of the portfolio, ranked #108.

Waterloo Capital first reported a position in VZ in Q2 2024 and has held it in 8 quarters since. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Waterloo Capital held 59,955 shares of Verizon worth $3.01M as of Q1 2026.
  • Waterloo Capital sold 3,581 Verizon shares in Q1 2026, an estimated $166K.
  • Verizon made up 0.21% of Waterloo Capital's portfolio in Q1 2026, its #108 holding.
  • Waterloo Capital first reported a position in Verizon in Q2 2024 and has held it in 8 quarters since.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.