AWA
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Aletheian Wealth Advisors’s AT&T T Stock Holding History

Aletheian Wealth Advisors’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
2025
Q3 		$205K Sell
7,269
-243
-3% -$6.9K 0.1% 94
2025
Q2 		$217K Buy
7,512
+259
+4% +$7.14K 0.11% 92
2025
Q1 		$205K Buy
+7,253
New +$182K 0.12% 91

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aletheian Wealth Advisors's T Position: Q3 2025 in Review

Aletheian Wealth Advisors reduced its AT&T (T) stake by 3.2% in Q3 2025, selling an estimated $6.9K and leaving 7,269 shares worth $205K. The position accounts for 0.1% of the portfolio, ranked #94.

Aletheian Wealth Advisors first reported a position in T in Q1 2025 and has held it in 3 quarters since. The position peaked at $217K in Q2 2025. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Aletheian Wealth Advisors held 7,269 shares of AT&T worth $205K as of Q3 2025.
  • Aletheian Wealth Advisors sold 243 AT&T shares in Q3 2025, an estimated $6.9K.
  • AT&T made up 0.1% of Aletheian Wealth Advisors's portfolio in Q3 2025, its #94 holding.
  • Aletheian Wealth Advisors first reported a position in AT&T in Q1 2025 and has held it in 3 quarters since.
  • Aletheian Wealth Advisors's AT&T position peaked at $217K in Q2 2025.
  • 2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.