What smart money is saying about Verizon
VZ
No fund has written a full thesis on Verizon in our archive, but 3 fund letters report a position in it — most recently Parnassus Investments Value Equity Fund in June 2026.
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3
Reported positions
0
Bought
0
Sold
6
Letters
Position history
Every position in Verizon on record in the archive was reported in Q2 2026, across 3 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 0 | 0 |
Fund activity · 3 positions
- June 2026
“Bottom Contributors Verizon Communications shares declined amid large restructuring charges and broader pressure on defensive stocks.”
Verizon - June 2026
“Bottom Contributors Verizon Communications shares declined amid large restructuring charges and broader pressure on defensive stocks.”
Verizon - HoldsFoundation Resource Management, LLC Composite Equity PortfolioJune 2026
“The current size of the US mobile (wireless telecommunications) market is around $336 billion, with FRM holding Verizon, the largest wireless provider, with around 146 million subscribers.”
Verizon
Also mentioned · 3
These funds discuss Verizon — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHorizon KineticsJune 2026
“This is what allowed a company like Netflix, at its peak, to be 35% of downstream internet traffic without paying much, if anything, to broadband providers like Verizon.”
Verizon - June 2026
“Finally, AT&T, T-Mobile and Verizon have agreed in principle to pool spectrum into a direct-to-device joint venture with economics that we think run directly through AST.”
Verizon - MentionedHennessy Focus FundJune 2026
“In May 2026, the U.S. MNO’s competitive response to Starlink became clear with the announcement of an agreement in principle to form a joint venture (JV) between AT&T, T-Mobile and Verizon for satellite services.”
Verizon
Read the letters behind these Verizon positions
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