Atria Wealth Solutions’s AT&T T Stock Holding History

Atria Wealth Solutions’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 Q2	$6.17M	Sell	214,370 -332,769	-61%	-$9.17M	0.14%	171
2025 Q1	$15.5M	Sell	547,139 -418	-0.1%	-$10.5K	0.19%	120
2024 Q4	$12.5M	Buy	547,557 +19,550	+4%	+$440K	0.14%	157
2024 Q3	$11.6M	Sell	528,007 -101,322	-16%	-$2.02M	0.13%	171
2024 Q2	$12M	Sell	629,329 -107,712	-15%	-$1.87M	0.13%	164
2024 Q1	$13M	Sell	737,041 -9,413	-1%	-$161K	0.15%	150
2023 Q4	$12.5M	Sell	746,454 -33,233	-4%	-$525K	0.16%	144
2023 Q3	$11.7M	Sell	779,687 -64,944	-8%	-$952K	0.16%	134
2023 Q2	$13.5M	Buy	844,631 +15,928	+2%	+$271K	0.18%	118
2023 Q1	$16M	Sell	828,703 -11,581	-1%	-$221K	0.24%	92
2022 Q4	$15.5M	Sell	840,284 -46,013	-5%	-$824K	0.25%	94
2022 Q3	$13.6M	Sell	886,297 -32,797	-4%	-$597K	0.24%	96
2022 Q2	$19.3M	Buy	919,094 +40,432	+5%	+$806K	0.36%	66
2022 Q1	$15.7M	Buy	+878,662	New	+$16.3M	0.26%	80

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's T Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AT&T (T) stake by 61% in Q2 2025, selling an estimated $9.17M and leaving 214,370 shares worth $6.17M. The position accounts for 0.14% of the portfolio, ranked #171.

Atria Wealth Solutions first reported a position in T in Q1 2022 and has held it in 14 quarters since. The position peaked at $19.3M in Q2 2022. 2,883 funds tracked by Wall St. Rank hold T as of Q2 2025.

Atria Wealth Solutions held 214,370 shares of AT&T worth $6.17M as of Q2 2025.
Atria Wealth Solutions sold 332,769 AT&T shares in Q2 2025, an estimated $9.17M.
AT&T made up 0.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #171 holding.
Atria Wealth Solutions first reported a position in AT&T in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's AT&T position peaked at $19.3M in Q2 2022.
2,883 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.