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Cavalier Investments’s AT&T T Stock Holding History

Cavalier Investments’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 		– Sell
-121,470
Closed -$3.52M – 116
2026
Q1 		$3.52M Sell
121,470
-10,807
-8% -$289K 0.1% 70
2025
Q4 		$3.29M Buy
132,277
+4,066
+3% +$103K 0.17% 54
2025
Q3 		$2.21M Buy
128,211
+6,634
+5% +$188K 0.18% 63
2025
Q2 		$3.52M Sell
121,577
-2,461
-2% -$67.8K 1.07% 22
2025
Q1 		$3.51M Sell
124,038
-214
-0.2% -$5.38K 1.19% 26
2024
Q4 		$2.83M Buy
124,252
+5,136
+4% +$116K 0.95% 25
2024
Q3 		$2.62M Buy
119,116
+7,420
+7% +$148K 0.8% 37
2024
Q2 		$2.13M Buy
111,696
+3,293
+3% +$57.3K 0.66% 43
2024
Q1 		$1.91M Buy
108,403
+6,124
+6% +$105K 0.7% 39
2023
Q4 		$1.72M Buy
102,279
+2,489
+2% +$39.3K 0.63% 47
2023
Q3 		$1.5M Buy
+99,790
New +$1.46M 0.59% 56
2017
Q1 		– Sell
-27,936
Closed -$897K – 182
2016
Q4 		$897K Sell
27,936
-24,097
-46% -$711K 0.58% 36
2016
Q3 		$1.6M Sell
52,033
-3,972
-7% -$126K 0.97% 18
2016
Q2 		$1.83M Hold
56,005
– – 1.07% 17
2016
Q1 		$1.66M Buy
+56,005
New +$1.55M 0.95% 19

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cavalier Investments's T Position: Q2 2026 in Review

Cavalier Investments sold out of AT&T (T) in Q2 2026, closing a stake of 121,470 shares — an estimated $3.52M sold.

Cavalier Investments first reported a position in T in Q1 2016 and held it in 15 quarters. The position peaked at $3.52M in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Cavalier Investments reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Cavalier Investments sold 121,470 AT&T shares in Q2 2026, an estimated $3.52M.
  • Cavalier Investments first reported a position in AT&T in Q1 2016 and held it in 15 quarters.
  • Cavalier Investments's AT&T position peaked at $3.52M in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.