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

Centricity 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
Q2 		$53K Sell
1,833
-200
-10% -$5.51K 0.04% 165
2025
Q1 		$57.5K Hold
2,033
– – 0.05% 156
2024
Q4 		$46.3K Buy
+2,033
New +$45.8K 0.04% 178

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's T Position: Q2 2025 in Review

Centricity Wealth Management reduced its AT&T (T) stake by 9.8% in Q2 2025, selling an estimated $5.51K and leaving 1,833 shares worth $53K. The position accounts for 0.04% of the portfolio, ranked #165.

Centricity Wealth Management first reported a position in T in Q4 2024 and has held it in 3 quarters since. The position peaked at $57.5K in Q1 2025. 2,883 funds tracked by Wall St. Rank hold T as of Q2 2025.

  • Centricity Wealth Management held 1,833 shares of AT&T worth $53K as of Q2 2025.
  • Centricity Wealth Management sold 200 AT&T shares in Q2 2025, an estimated $5.51K.
  • AT&T made up 0.04% of Centricity Wealth Management's portfolio in Q2 2025, its #165 holding.
  • Centricity Wealth Management first reported a position in AT&T in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's AT&T position peaked at $57.5K in Q1 2025.
  • 2,883 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.