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Cassaday & Co Wealth Management’s AT&T T Stock Holding History

Cassaday & Co 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
2026
Q2 		$670K Sell
32,367
-253
-0.8% -$6.28K 0.01% 195
2026
Q1 		$946K Buy
32,620
+31
+0.1% +$828 0.02% 145
2025
Q4 		$810K Sell
32,589
-3,026
-8% -$76.6K 0.02% 159
2025
Q3 		$1.01M Buy
35,615
+1,780
+5% +$50.5K 0.02% 137
2025
Q2 		$979K Sell
33,835
-387
-1% -$10.7K 0.02% 132
2025
Q1 		$968K Sell
34,222
-1,689
-5% -$42.5K 0.03% 118
2024
Q4 		$818K Buy
35,911
+6,252
+21% +$141K 0.02% 137
2024
Q3 		$653K Sell
29,659
-8,495
-22% -$169K 0.02% 157
2024
Q2 		$729K Buy
38,154
+5,157
+16% +$89.7K 0.02% 138
2024
Q1 		$581K Buy
32,997
+4,505
+16% +$76.9K 0.02% 158
2023
Q4 		$478K Sell
28,492
-30,097
-51% -$475K 0.02% 164
2023
Q3 		$880K Buy
58,589
+81
+0.1% +$1.19K 0.04% 93
2023
Q2 		$933K Buy
58,508
+1,481
+3% +$25.2K 0.04% 98
2023
Q1 		$1.1M Buy
57,027
+2,430
+4% +$46.4K 0.05% 83
2022
Q4 		$1.01M Buy
+54,597
New +$977K 0.05% 88

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cassaday & Co Wealth Management's T Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its AT&T (T) stake by 0.78% in Q2 2026, selling an estimated $6.28K and leaving 32,367 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #195.

Cassaday & Co Wealth Management first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q1 2023. 1,818 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Cassaday & Co Wealth Management held 32,367 shares of AT&T worth $670K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 253 AT&T shares in Q2 2026, an estimated $6.28K.
  • AT&T made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Cassaday & Co Wealth Management first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's AT&T position peaked at $1.1M in Q1 2023.
  • 1,818 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.