Grant Private Wealth Management’s AT&T T Stock Holding History

Grant Private 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	-229,950	Closed	-$6.65M	–	169
2025 Q2	$6.65M	Buy	+229,950	New	+$6.34M	3.77%	7

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Grant Private Wealth Management's T Position: Q3 2025 in Review

Grant Private Wealth Management sold out of AT&T (T) in Q3 2025, closing a stake of 229,950 shares — an estimated $6.65M sold.

Grant Private Wealth Management first reported a position in T in Q2 2025 and held it in 1 quarter. The position peaked at $6.65M in Q2 2025. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

Grant Private Wealth Management reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Grant Private Wealth Management sold 229,950 AT&T shares in Q3 2025, an estimated $6.65M.
Grant Private Wealth Management first reported a position in AT&T in Q2 2025 and held it in 1 quarter.
Grant Private Wealth Management's AT&T position peaked at $6.65M in Q2 2025.
2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Grant Private Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.