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

Collaborative 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 		– Sell
-6,948
Closed -$201K – 179
2026
Q1 		$201K Sell
6,948
-11,630
-63% -$311K 0.09% 152
2025
Q4 		$461K Buy
18,578
+4,533
+32% +$115K 0.16% 119
2025
Q3 		$397K Buy
14,045
+5,333
+61% +$151K 0.16% 121
2025
Q2 		$252K Sell
8,712
-147
-2% -$4.05K 0.11% 155
2025
Q1 		$251K Sell
8,859
-2,431
-22% -$61.1K 0.12% 142
2024
Q4 		$257K Sell
11,290
-153
-1% -$3.44K 0.12% 145
2024
Q3 		$252K Buy
11,443
+926
+9% +$18.4K 0.11% 142
2024
Q2 		$201K Buy
10,517
+64
+0.6% +$1.11K 0.1% 162
2024
Q1 		$184K Sell
10,453
-401
-4% -$6.85K 0.09% 165
2023
Q4 		$182K Buy
10,854
+684
+7% +$10.8K 0.1% 162
2023
Q3 		$153K Buy
+10,170
New +$149K 0.09% 159
2023
Q1 		– Sell
-10,165
Closed -$187K – 178
2022
Q4 		$187K Buy
+10,165
New +$182K 0.12% 167
2022
Q3 		– Sell
-10,447
Closed -$219K – 188
2022
Q2 		$219K Buy
+10,447
New +$208K 0.14% 167
2021
Q4 		$209K Buy
+11,267
New +$211K 0.11% 191
2021
Q1 		$206K Buy
+11,552
New +$255K 0.12% 186

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

Collaborative Wealth Management's T Position: Q2 2026 in Review

Collaborative Wealth Management sold out of AT&T (T) in Q2 2026, closing a stake of 6,948 shares — an estimated $201K sold.

Collaborative Wealth Management first reported a position in T in Q1 2021 and held it in 15 quarters. The position peaked at $461K in Q4 2025. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Collaborative Wealth Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 6,948 AT&T shares in Q2 2026, an estimated $201K.
  • Collaborative Wealth Management first reported a position in AT&T in Q1 2021 and held it in 15 quarters.
  • Collaborative Wealth Management's AT&T position peaked at $461K in Q4 2025.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.