EWP
T icon

Elevation Wealth Partners’s AT&T T Stock Holding History

Elevation Wealth Partners’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
Q3 		$74.8K Sell
3,067
-823
-21% -$19.9K 0.02% 265
2026
Q2 		$80.5K Buy
3,890
+732
+23% +$18.2K 0.02% 214
2026
Q1 		$91.6K Buy
3,158
+575
+22% +$15.4K 0.03% 179
2025
Q4 		$64.2K Buy
2,583
+173
+7% +$4.38K 0.02% 209
2025
Q3 		$68.1K Buy
2,410
+253
+12% +$7.18K 0.02% 210
2025
Q2 		$62.4K Buy
2,157
+12
+0.6% +$331 0.02% 211
2025
Q1 		$60.7K Sell
2,145
-418
-16% -$10.5K 0.03% 211
2024
Q4 		$58.4K Buy
2,563
+587
+30% +$13.2K 0.02% 211
2024
Q3 		$43.5K Buy
1,976
+1,166
+144% +$23.2K 0.02% 233
2024
Q2 		$15.5K Buy
810
+431
+114% +$7.49K 0.01% 309
2024
Q1 		$6.67K Sell
379
-230
-38% -$3.93K ﹤0.01% 378
2023
Q4 		$9.15K Buy
609
+230
+61% +$3.63K 0.01% 340
2023
Q3 		$5.69K Hold
379
– – ﹤0.01% 266
2023
Q2 		$6.05K Hold
379
– – 0.01% 275
2023
Q1 		$7.3K Buy
+379
New +$7.24K 0.01% 275

Other funds holding T

QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Elevation Wealth Partners's T Position: Q3 2026 in Review

Elevation Wealth Partners reduced its AT&T (T) stake by 21% in Q3 2026, selling an estimated $19.9K and leaving 3,067 shares worth $74.8K. The position accounts for 0.02% of the portfolio, ranked #265.

Elevation Wealth Partners first reported a position in T in Q1 2023 and has held it in 15 quarters since. The position peaked at $91.6K in Q1 2026. 147 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Elevation Wealth Partners held 3,067 shares of AT&T worth $74.8K as of Q3 2026.
  • Elevation Wealth Partners sold 823 AT&T shares in Q3 2026, an estimated $19.9K.
  • AT&T made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #265 holding.
  • Elevation Wealth Partners first reported a position in AT&T in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's AT&T position peaked at $91.6K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.