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Gitterman Wealth Management’s AT&T T Stock Holding History

Gitterman Wealth Management’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
2025
Q3 		– Sell
-22,571
Closed -$653K – 306
2025
Q2 		$653K Buy
22,571
+8,364
+59% +$230K 0.15% 32
2025
Q1 		$402K Sell
14,207
-16,545
-54% -$416K 0.11% 53
2024
Q4 		$700K Buy
30,752
+7,405
+32% +$167K 0.29% 23
2024
Q3 		$514K Sell
23,347
-3,520
-13% -$70K 0.21% 27
2024
Q2 		$513K Buy
26,867
+1,948
+8% +$33.9K 0.2% 25
2024
Q1 		$439K Buy
+24,919
New +$426K 0.17% 36
2022
Q2 		– Sell
-11,290
Closed -$201K – 102
2022
Q1 		$201K Buy
11,290
+11
+0.1% +$204 0.16% 91
2021
Q4 		$210K Sell
11,279
-4,620
-29% -$86.4K 0.16% 80
2021
Q3 		$324K Sell
15,899
-8,569
-35% -$180K 0.26% 39
2021
Q2 		$532K Sell
24,468
-1,522
-6% -$34.6K 0.43% 26
2021
Q1 		$594K Buy
+25,990
New +$575K 0.38% 24

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gitterman Wealth Management's T Position: Q3 2025 in Review

Gitterman Wealth Management sold out of AT&T (T) in Q3 2025, closing a stake of 22,571 shares — an estimated $653K sold.

Gitterman Wealth Management first reported a position in T in Q1 2021 and held it in 11 quarters. The position peaked at $700K in Q4 2024. 2,861 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Gitterman Wealth Management reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 22,571 AT&T shares in Q3 2025, an estimated $653K.
  • Gitterman Wealth Management first reported a position in AT&T in Q1 2021 and held it in 11 quarters.
  • Gitterman Wealth Management's AT&T position peaked at $700K in Q4 2024.
  • 2,861 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.