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Advisor OS’s AT&T T Stock Holding History

Advisor OS’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.83M Buy
88,433
+262
+0.3% +$6.5K 0.12% 127
2026
Q1 		$2.56M Buy
88,171
+12,778
+17% +$341K 0.19% 85
2025
Q4 		$1.87M Sell
75,393
-7,557
-9% -$191K 0.15% 103
2025
Q3 		$2.34M Buy
82,950
+6,848
+9% +$194K 0.2% 71
2025
Q2 		$2.2M Buy
76,102
+1,863
+3% +$51.3K 0.22% 65
2025
Q1 		$2.1M Buy
74,239
+38,444
+107% +$967K 0.24% 63
2024
Q4 		$815K Buy
35,795
+2,674
+8% +$60.2K 0.09% 146
2024
Q3 		$729K Buy
33,121
+1,458
+5% +$29K 0.07% 204
2024
Q2 		$605K Buy
31,663
+1,460
+5% +$25.4K 0.07% 222
2024
Q1 		$532K Buy
30,203
+3,160
+12% +$54K 0.06% 228
2023
Q4 		$454K Buy
27,043
+1,689
+7% +$26.7K 0.06% 220
2023
Q3 		$381K Buy
25,354
+9,820
+63% +$144K 0.06% 208
2023
Q2 		$248K Buy
+15,534
New +$265K 0.04% 260
2020
Q4 		– Sell
-11,241
Closed -$242K – 157
2020
Q3 		$242K Sell
11,241
-4,084
-27% -$91.3K 0.1% 89
2020
Q2 		$350K Buy
+15,325
New +$349K 0.21% 96

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advisor OS's T Position: Q2 2026 in Review

Advisor OS increased its AT&T (T) stake by 0.3% in Q2 2026, buying an estimated $6.5K and bringing the position to 88,433 shares worth $1.83M. The position accounts for 0.12% of the portfolio, ranked #127.

Advisor OS first reported a position in T in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.56M in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Advisor OS held 88,433 shares of AT&T worth $1.83M as of Q2 2026.
  • Advisor OS bought 262 AT&T shares in Q2 2026, an estimated $6.5K.
  • AT&T made up 0.12% of Advisor OS's portfolio in Q2 2026, its #127 holding.
  • Advisor OS first reported a position in AT&T in Q2 2020 and has held it in 15 quarters since.
  • Advisor OS's AT&T position peaked at $2.56M in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.