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

Heartwood 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
2025 Q4	–	Sell	-122	Closed	-$3.45K	–	548
2025 Q3	$3.45K	Buy	+122	New	+$3.46K	﹤0.01%	449

Other funds holding T

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heartwood Wealth Advisors's T Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of AT&T (T) in Q4 2025, closing a stake of 122 shares — an estimated $3.45K sold.

Heartwood Wealth Advisors first reported a position in T in Q3 2025 and held it in 1 quarter. The position peaked at $3.45K in Q3 2025. 2,857 funds tracked by Wall St. Rank hold T as of Q4 2025.

Heartwood Wealth Advisors reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 122 AT&T shares in Q4 2025, an estimated $3.45K.
Heartwood Wealth Advisors first reported a position in AT&T in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's AT&T position peaked at $3.45K in Q3 2025.
2,857 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.