EWA
T icon

EverSource Wealth Advisors’s AT&T T Stock Holding History

EverSource Wealth Advisors’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 		$645K Sell
31,141
-9,994
-24% -$248K 0.02% 477
2026
Q1 		$1.19M Buy
41,135
+9,303
+29% +$249K 0.04% 344
2025
Q4 		$791K Sell
31,832
-4,656
-13% -$118K 0.03% 395
2025
Q3 		$1.03M Sell
36,488
-224
-0.6% -$6.36K 0.04% 303
2025
Q2 		$1.06M Sell
36,712
-6,474
-15% -$178K 0.05% 263
2025
Q1 		$1.22M Buy
43,186
+5,596
+15% +$141K 0.07% 215
2024
Q4 		$856K Buy
37,590
+8,788
+31% +$198K 0.05% 266
2024
Q3 		$634K Buy
28,802
+2,426
+9% +$48.3K 0.04% 290
2024
Q2 		$508K Buy
26,376
+9,446
+56% +$164K 0.03% 312
2024
Q1 		$286K Buy
16,930
+6,327
+60% +$108K 0.02% 390
2023
Q4 		$178K Sell
10,603
-171
-2% -$2.7K 0.02% 464
2023
Q3 		$162K Buy
10,774
+1,803
+20% +$26.4K 0.02% 446
2023
Q2 		$143K Sell
8,971
-3,009
-25% -$51.2K 0.02% 470
2023
Q1 		$231K Sell
11,980
-4,278
-26% -$81.8K 0.03% 349
2022
Q4 		$299K Buy
16,258
+4,864
+43% +$87.1K 0.05% 284
2022
Q3 		$176K Sell
11,394
-675
-6% -$12.3K 0.04% 319
2022
Q2 		$254K Buy
12,069
+6,886
+133% +$137K 0.07% 235
2022
Q1 		$92K Sell
5,183
-321
-6% -$5.94K 0.02% 347
2021
Q4 		$102K Buy
+5,504
New +$103K 0.03% 307

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

EverSource Wealth Advisors's T Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its AT&T (T) stake by 24% in Q2 2026, selling an estimated $248K and leaving 31,141 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #477.

EverSource Wealth Advisors first reported a position in T in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2025. 1,410 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • EverSource Wealth Advisors held 31,141 shares of AT&T worth $645K as of Q2 2026.
  • EverSource Wealth Advisors sold 9,994 AT&T shares in Q2 2026, an estimated $248K.
  • AT&T made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #477 holding.
  • EverSource Wealth Advisors first reported a position in AT&T in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's AT&T position peaked at $1.22M in Q1 2025.
  • 1,410 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.