AWE
T icon

Avidian Wealth Enterprises’s AT&T T Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.81M Buy
74,381
+2,714
+4% +$65.5K 0.05% 229
2026
Q2 		$1.48M Sell
71,667
-6,830
-9% -$170K 0.04% 256
2026
Q1 		$2.28M Buy
78,497
+4,149
+6% +$111K 0.07% 178
2025
Q4 		$1.85M Buy
74,348
+754
+1% +$19.1K 0.07% 156
2025
Q3 		$2.08M Buy
73,594
+4,721
+7% +$134K 0.08% 138
2025
Q2 		$1.99M Buy
68,873
+2,967
+5% +$81.8K 0.08% 129
2025
Q1 		$1.86M Buy
65,906
+8,882
+16% +$223K 0.08% 130
2024
Q4 		$1.3M Sell
57,024
-861
-1% -$19.4K 0.06% 158
2024
Q3 		$1.27M Sell
57,885
-2,155
-4% -$42.9K 0.06% 153
2024
Q2 		$1.15M Buy
60,040
+3,153
+6% +$54.8K 0.05% 169
2024
Q1 		$1M Buy
56,887
+3,883
+7% +$66.3K 0.05% 159
2023
Q4 		$889K Sell
53,004
-1,083
-2% -$17.1K 0.05% 181
2023
Q3 		$812K Sell
54,087
-2,278
-4% -$33.4K 0.06% 190
2023
Q2 		$899K Sell
56,365
-6,040
-10% -$103K 0.06% 192
2023
Q1 		$1.2M Buy
62,405
+21,161
+51% +$404K 0.07% 177
2022
Q4 		$759K Buy
41,244
+4,567
+12% +$81.7K 0.05% 213
2022
Q3 		$563K Sell
36,677
-1,836
-5% -$33.4K 0.04% 220
2022
Q2 		$807K Sell
38,513
-22,019
-36% -$439K 0.06% 192
2022
Q1 		$1.08M Buy
60,532
+2,606
+4% +$48.2K 0.07% 184
2021
Q4 		$1.08M Sell
57,926
-19,633
-25% -$367K 0.07% 177
2021
Q3 		$1.58M Buy
77,559
+9,562
+14% +$201K 0.12% 99
2021
Q2 		$1.48M Sell
67,997
-4,838
-7% -$110K 0.11% 105
2021
Q1 		$1.67M Buy
72,835
+972
+1% +$21.5K 0.14% 89
2020
Q4 		$1.56M Sell
71,863
-3,391
-5% -$73.1K 0.15% 89
2020
Q3 		$1.62M Buy
75,254
+24,232
+47% +$542K 0.18% 80
2020
Q2 		$1.17M Buy
51,022
+6,189
+14% +$141K 0.16% 83
2020
Q1 		$987K Buy
44,833
+4,369
+11% +$119K 0.16% 72
2019
Q4 		$1.19M Sell
40,464
-1,909
-5% -$55.1K 0.17% 58
2019
Q3 		$1.21M Buy
+42,373
New +$1.12M 0.2% 47
2015
Q1 		– Sell
-10,466
Closed -$266K – 46
2014
Q4 		$266K Buy
+10,466
New +$272K 0.11% 29
2014
Q1 		– Sell
-8,492
Closed -$232K – 24
2013
Q4 		$232K Buy
+8,492
New +$223K 0.21% 26

Other funds holding T

QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Avidian Wealth Enterprises's T Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its AT&T (T) stake by 3.8% in Q3 2026, buying an estimated $65.5K and bringing the position to 74,381 shares worth $1.81M. The position accounts for 0.05% of the portfolio, ranked #229.

Avidian Wealth Enterprises first reported a position in T in Q4 2013 and has held it in 31 quarters since. The position peaked at $2.28M in Q1 2026. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Avidian Wealth Enterprises held 74,381 shares of AT&T worth $1.81M as of Q3 2026.
  • Avidian Wealth Enterprises bought 2,714 AT&T shares in Q3 2026, an estimated $65.5K.
  • AT&T made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #229 holding.
  • Avidian Wealth Enterprises first reported a position in AT&T in Q4 2013 and has held it in 31 quarters since.
  • Avidian Wealth Enterprises's AT&T position peaked at $2.28M in Q1 2026.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.