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Fortis Group Advisors’s AT&T T Stock Holding History

Fortis Group 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 		$996K Sell
48,095
-77,311
-62% -$1.92M 0.16% 133
2026
Q1 		$3.3M Buy
125,406
+56,840
+83% +$1.52M 0.55% 47
2025
Q4 		$1.79M Sell
68,566
-6,830
-9% -$173K 0.3% 87
2025
Q3 		$1.9M Buy
75,396
+422
+0.6% +$12K 0.33% 72
2025
Q2 		$2.07M Sell
74,974
-25,850
-26% -$712K 0.38% 65
2025
Q1 		$2.85M Sell
100,824
-17,192
-15% -$432K 0.55% 55
2024
Q4 		$2.69M Buy
118,016
+67,053
+132% +$1.51M 0.5% 53
2024
Q3 		$1.12M Buy
50,963
+5,880
+13% +$117K 0.21% 87
2024
Q2 		$862K Sell
45,083
-16,139
-26% -$281K 0.17% 89
2024
Q1 		$1.08M Buy
61,222
+13,340
+28% +$228K 0.2% 88
2023
Q4 		$878K Buy
47,882
+8,104
+20% +$128K 0.22% 51
2023
Q3 		$725K Buy
39,778
+9,450
+31% +$139K 0.22% 54
2023
Q2 		$484K Sell
30,328
-22
-0.1% -$375 0.13% 87
2023
Q1 		$536K Buy
+30,350
New +$580K 0.16% 67
2020
Q3 		$2.53M Buy
+117,399
New +$2.62M 0.49% 28

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

Fortis Group Advisors's T Position: Q2 2026 in Review

Fortis Group Advisors reduced its AT&T (T) stake by 62% in Q2 2026, selling an estimated $1.92M and leaving 48,095 shares worth $996K. The position accounts for 0.16% of the portfolio, ranked #133.

Fortis Group Advisors first reported a position in T in Q3 2020 and has held it in 15 quarters since. The position peaked at $3.3M in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Fortis Group Advisors held 48,095 shares of AT&T worth $996K as of Q2 2026.
  • Fortis Group Advisors sold 77,311 AT&T shares in Q2 2026, an estimated $1.92M.
  • AT&T made up 0.16% of Fortis Group Advisors's portfolio in Q2 2026, its #133 holding.
  • Fortis Group Advisors first reported a position in AT&T in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's AT&T position peaked at $3.3M in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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