CCG
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Coastwise Capital Group’s AT&T T Stock Holding History

Coastwise Capital Group’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 		$1.5M Buy
72,351
+8,717
+14% +$216K 0.87% 31
2026
Q1 		$1.84M Buy
63,634
+6,580
+12% +$176K 1.02% 20
2025
Q4 		$1.42M Buy
57,054
+4,274
+8% +$108K 0.71% 30
2025
Q3 		$1.49M Sell
52,780
-4,092
-7% -$116K 1.05% 22
2025
Q2 		$1.65M Sell
56,872
-15,260
-21% -$421K 1.31% 18
2025
Q1 		$2.04M Sell
72,132
-5,358
-7% -$135K 1.72% 12
2024
Q4 		$1.76M Sell
77,490
-5,701
-7% -$128K 1.41% 18
2024
Q3 		$1.83M Sell
83,191
-2,873
-3% -$57.2K 1.51% 16
2024
Q2 		$1.64M Sell
86,064
-3,901
-4% -$67.8K 1.57% 13
2024
Q1 		$1.58M Buy
89,965
+1,168
+1% +$19.9K 1.47% 13
2023
Q4 		$1.49M Sell
88,797
-7,901
-8% -$125K 1.52% 13
2023
Q3 		$1.45M Buy
96,698
+2,593
+3% +$38K 1.66% 11
2023
Q2 		$1.5M Buy
94,105
+9,134
+11% +$156K 1.7% 12
2023
Q1 		$1.64M Buy
84,971
+5,465
+7% +$104K 1.87% 12
2022
Q4 		$1.46M Sell
79,506
-1,497
-2% -$26.8K 1.74% 10
2022
Q3 		$1.24M Sell
81,003
-872
-1% -$15.9K 1.96% 10
2022
Q2 		$1.72M Sell
81,875
-20,322
-20% -$405K 2.09% 10
2022
Q1 		$1.82M Buy
+102,197
New +$1.89M 2.27% 8

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Coastwise Capital Group's T Position: Q2 2026 in Review

Coastwise Capital Group increased its AT&T (T) stake by 14% in Q2 2026, buying an estimated $216K and bringing the position to 72,351 shares worth $1.5M. The position accounts for 0.87% of the portfolio, ranked #31.

Coastwise Capital Group first reported a position in T in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.04M in Q1 2025. 562 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Coastwise Capital Group held 72,351 shares of AT&T worth $1.5M as of Q2 2026.
  • Coastwise Capital Group bought 8,717 AT&T shares in Q2 2026, an estimated $216K.
  • AT&T made up 0.87% of Coastwise Capital Group's portfolio in Q2 2026, its #31 holding.
  • Coastwise Capital Group first reported a position in AT&T in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's AT&T position peaked at $2.04M in Q1 2025.
  • 562 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.