Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.07M Sell
100,206
-26,109
-21% -$648K 0.04% 352
2026
Q1
$3.66M Sell
126,315
-9,433
-7% -$252K 0.09% 226
2025
Q4
$3.37M Sell
135,748
-6,472
-5% -$164K 0.08% 230
2025
Q3
$4.02M Sell
142,220
-2,269
-2% -$64.4K 0.1% 194
2025
Q2
$4.18M Buy
144,489
+10,183
+8% +$281K 0.11% 174
2025
Q1
$3.8M Buy
134,306
+2,414
+2% +$60.7K 0.11% 173
2024
Q4
$3M Sell
131,892
-16,848
-11% -$379K 0.09% 204
2024
Q3
$3.27M Buy
148,740
+38,444
+35% +$765K 0.11% 172
2024
Q2
$2.11M Sell
110,296
-34,670
-24% -$603K 0.11% 189
2024
Q1
$2.55M Buy
144,966
+74,650
+106% +$1.27M 0.1% 185
2023
Q4
$1.18M Buy
70,316
+756
+1% +$11.9K 0.08% 226
2023
Q3
$1.04M Sell
69,560
-54,903
-44% -$805K 0.08% 233
2023
Q2
$1.99M Sell
124,463
-2,753
-2% -$46.9K 0.09% 213
2023
Q1
$2.45M Buy
127,216
+8,849
+7% +$169K 0.12% 150
2022
Q4
$2.18M Buy
118,367
+1,985
+2% +$35.5K 0.12% 149
2022
Q3
$1.79M Buy
116,382
+698
+0.6% +$12.7K 0.11% 167
2022
Q2
$2.42M Sell
115,684
-61,430
-35% -$1.23M 0.13% 128
2022
Q1
$3.16M Buy
177,114
+29,631
+20% +$548K 0.16% 104
2021
Q4
$2.74M Sell
147,483
-17,482
-11% -$327K 0.14% 129
2021
Q3
$3.36M Buy
164,965
+3,511
+2% +$73.8K 0.2% 96
2021
Q2
$3.51M Buy
161,454
+46,610
+41% +$1.06M 0.22% 93
2021
Q1
$2.63M Buy
114,844
+30,440
+36% +$673K 0.2% 92
2020
Q4
$1.83M Buy
84,404
+49,260
+140% +$1.06M 0.15% 110
2020
Q3
$756K Buy
35,144
+7,646
+28% +$171K 0.11% 120
2020
Q2
$628K Buy
27,498
+1,634
+6% +$37.2K 0.1% 114
2020
Q1
$570K Sell
25,864
-20,886
-45% -$571K 0.11% 91
2019
Q4
$1.38M Buy
46,750
+929
+2% +$26.8K 0.23% 59
2019
Q3
$1.31M Buy
45,821
+1,444
+3% +$38.3K 0.25% 54
2019
Q2
$1.12M Buy
44,377
+8,977
+25% +$215K 0.24% 56
2019
Q1
$838K Buy
35,400
+22,413
+173% +$516K 0.22% 47
2018
Q4
$280K Buy
+12,987
New +$302K 0.09% 85

Other funds holding T

CreativeOne Wealth's T Position: Q2 2026 in Review

CreativeOne Wealth reduced its AT&T (T) stake by 21% in Q2 2026, selling an estimated $648K and leaving 100,206 shares worth $2.07M. The position accounts for 0.04% of the portfolio, ranked #352.

CreativeOne Wealth first reported a position in T in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.18M in Q2 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • CreativeOne Wealth held 100,206 shares of AT&T worth $2.07M as of Q2 2026.
  • CreativeOne Wealth sold 26,109 AT&T shares in Q2 2026, an estimated $648K.
  • AT&T made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #352 holding.
  • CreativeOne Wealth first reported a position in AT&T in Q4 2018 and has held it in 31 quarters since.
  • CreativeOne Wealth's AT&T position peaked at $4.18M in Q2 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.