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CarsonAllaria Wealth Management’s AT&T T Stock Holding History

CarsonAllaria Wealth Management’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 		– Sell
-1,226
Closed -$35.5K – 303
2025
Q2 		$35.5K Buy
1,226
+3
+0.2% +$83 0.02% 154
2025
Q1 		$34.6K Sell
1,223
-228
-16% -$5.73K 0.02% 153
2024
Q4 		$33.1K Buy
1,451
+7
+0.5% +$158 0.02% 157
2024
Q3 		$31.8K Buy
1,444
+7
+0.5% +$139 0.02% 165
2024
Q2 		$27.5K Sell
1,437
-219
-13% -$3.81K 0.02% 165
2024
Q1 		$29.1K Sell
1,656
-173
-9% -$2.95K 0.02% 163
2023
Q4 		$30.7K Sell
1,829
-374
-17% -$5.91K 0.02% 141
2023
Q3 		$33.1K Buy
2,203
+166
+8% +$2.43K 0.03% 132
2023
Q2 		$32.5K Buy
2,037
+14
+0.7% +$238 0.03% 139
2023
Q1 		$38.9K Buy
2,023
+13
+0.6% +$248 0.03% 119
2022
Q4 		$37K Buy
2,010
+23
+1% +$412 0.03% 118
2022
Q3 		$30K Buy
1,987
+13
+0.7% +$237 0.03% 125
2022
Q2 		$41K Sell
1,974
-556
-22% -$11.1K 0.04% 113
2022
Q1 		$45K Buy
2,530
+24
+1% +$444 0.04% 114
2021
Q4 		$47K Buy
+2,506
New +$46.8K 0.04% 119

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

CarsonAllaria Wealth Management's T Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of AT&T (T) in Q3 2025, closing a stake of 1,226 shares — an estimated $35.5K sold.

CarsonAllaria Wealth Management first reported a position in T in Q4 2021 and held it in 15 quarters. The position peaked at $47K in Q4 2021. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,226 AT&T shares in Q3 2025, an estimated $35.5K.
  • CarsonAllaria Wealth Management first reported a position in AT&T in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's AT&T position peaked at $47K in Q4 2021.
  • 2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.