Diversified Trust’s AT&T T Stock Holding History

Diversified Trust’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	$3.67M	Buy	177,276 +23,061	+15%	+$572K	0.06%	166
2026 Q1	$4.47M	Sell	154,215 -43,694	-22%	-$1.17M	0.08%	137
2025 Q4	$4.92M	Buy	197,909 +15,068	+8%	+$381K	0.09%	123
2025 Q3	$5.16M	Buy	182,841 +8,948	+5%	+$254K	0.1%	109
2025 Q2	$5.03M	Sell	173,893 -18,990	-10%	-$523K	0.11%	107
2025 Q1	$5.45M	Buy	192,883 +22,464	+13%	+$565K	0.13%	94
2024 Q4	$3.88M	Buy	170,419 +1,192	+0.7%	+$26.8K	0.09%	120
2024 Q3	$3.72M	Buy	169,227 +19,255	+13%	+$383K	0.09%	128
2024 Q2	$2.87M	Buy	149,972 +2,723	+2%	+$47.3K	0.08%	147
2024 Q1	$2.59M	Buy	147,249 +16,355	+12%	+$279K	0.08%	159
2023 Q4	$2.2M	Buy	130,894 +3,578	+3%	+$56.5K	0.07%	156
2023 Q3	$1.91M	Buy	127,316 +4,840	+4%	+$70.9K	0.07%	155
2023 Q2	$1.95M	Buy	122,476 +37,746	+45%	+$643K	0.07%	158
2023 Q1	$1.63M	Sell	84,730 -7,560	-8%	-$144K	0.06%	174
2022 Q4	$1.7M	Sell	92,290 -9,095	-9%	-$163K	0.07%	155
2022 Q3	$1.55M	Sell	101,385 -17,046	-14%	-$310K	0.07%	144
2022 Q2	$2.48M	Sell	118,431 -27,344	-19%	-$545K	0.1%	103
2022 Q1	$2.6M	Buy	145,775 +1,836	+1%	+$34K	0.09%	114
2021 Q4	$2.67M	Sell	143,939 -3,269	-2%	-$61.1K	0.09%	119
2021 Q3	$3M	Buy	147,208 +9,352	+7%	+$196K	0.11%	104
2021 Q2	$3M	Buy	137,856 +45,265	+49%	+$1.03M	0.11%	108
2021 Q1	$2.12M	Sell	92,591 -31,117	-25%	-$688K	0.08%	123
2020 Q4	$2.69M	Sell	123,708 -8,414	-6%	-$181K	0.11%	103
2020 Q3	$2.85M	Buy	132,122 +38,367	+41%	+$857K	0.13%	90
2020 Q2	$2.14M	Buy	93,755 +2,979	+3%	+$67.8K	0.11%	97
2020 Q1	$2M	Buy	90,776 +2,800	+3%	+$76.5K	0.12%	90
2019 Q4	$2.6M	Buy	87,976 +50,140	+133%	+$1.45M	0.12%	78
2019 Q3	$1.08M	Sell	37,836 -2,264	-6%	-$60K	0.05%	117
2019 Q2	$1.01M	Sell	40,100 -4,990	-11%	-$120K	0.05%	132
2019 Q1	$1.07M	Sell	45,090 -61	-0.1%	-$1.4K	0.05%	124
2018 Q4	$973K	Sell	45,151 -2,913	-6%	-$67.8K	0.05%	126
2018 Q3	$1.22M	Sell	48,064 -6,000	-11%	-$147K	0.06%	106
2018 Q2	$1.31M	Sell	54,064 -76,109	-58%	-$1.91M	0.08%	91
2018 Q1	$3.51M	Buy	130,173 +25,548	+24%	+$711K	0.22%	46
2017 Q4	$3.07M	Buy	104,625 +57,454	+122%	+$1.57M	0.19%	48
2017 Q3	$1.4M	Sell	47,171 -260	-0.5%	-$7.38K	0.11%	94
2017 Q2	$1.35M	Sell	47,431 -2,288	-5%	-$67.4K	0.11%	93
2017 Q1	$1.56M	Buy	49,719 +497	+1%	+$15.6K	0.12%	87
2016 Q4	$1.58M	Buy	49,222 +3,819	+8%	+$113K	0.13%	84
2016 Q3	$1.39M	Sell	45,403 -5,823	-11%	-$184K	0.16%	105
2016 Q2	$1.67M	Sell	51,226 -1,843	-3%	-$54.8K	0.19%	119
2016 Q1	$1.57M	Sell	53,069 -442	-0.8%	-$12.2K	0.17%	129
2015 Q4	$1.39M	Buy	53,511 +4,986	+10%	+$126K	0.15%	143
2015 Q3	$1.19M	Sell	48,525 -447	-0.9%	-$11.4K	0.13%	170
2015 Q2	$1.31M	Sell	48,972 -1,145	-2%	-$29.6K	0.12%	183
2015 Q1	$1.24M	Sell	50,117 -744	-1%	-$18.9K	0.11%	198
2014 Q4	$1.29M	Buy	+50,861	New	+$1.32M	0.12%	193
2014 Q2	$1.4M	Buy	+52,561	New	+$1.41M	0.12%	206
2013 Q4	$1.57M	Sell	59,224 -17,478	-23%	-$460K	0.16%	122
2013 Q3	$1.96M	Hold	76,702	–	–	0.21%	93
2013 Q2	$2.05M	Buy	+76,702	New	+$2.13M	0.24%	52

Other funds holding T

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Diversified Trust's T Position: Q2 2026 in Review

Diversified Trust increased its AT&T (T) stake by 15% in Q2 2026, buying an estimated $572K and bringing the position to 177,276 shares worth $3.67M. The position accounts for 0.06% of the portfolio, ranked #166.

Diversified Trust first reported a position in T in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.45M in Q1 2025. 1,192 funds tracked by Wall St. Rank hold T as of Q2 2026.

Diversified Trust held 177,276 shares of AT&T worth $3.67M as of Q2 2026.
Diversified Trust bought 23,061 AT&T shares in Q2 2026, an estimated $572K.
AT&T made up 0.06% of Diversified Trust's portfolio in Q2 2026, its #166 holding.
Diversified Trust first reported a position in AT&T in Q2 2013 and has held it in 51 quarters since.
Diversified Trust's AT&T position peaked at $5.45M in Q1 2025.
1,192 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.