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Holistic Planning’s AT&T T Stock Holding History

Holistic Planning’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 		$13K Sell
627
-8,869
-93% -$220K ﹤0.01% 334
2026
Q1 		$275K Sell
9,496
-1,607
-14% -$42.9K 0.05% 248
2025
Q4 		$276K Buy
11,103
+1,834
+20% +$46.4K 0.06% 231
2025
Q3 		$262K Buy
9,269
+801
+9% +$22.7K 0.07% 197
2025
Q2 		$245K Buy
8,468
+729
+9% +$20.1K 0.07% 193
2025
Q1 		$219K Buy
+7,739
New +$195K 0.07% 177

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

Holistic Planning's T Position: Q2 2026 in Review

Holistic Planning reduced its AT&T (T) stake by 93% in Q2 2026, selling an estimated $220K and leaving 627 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Holistic Planning first reported a position in T in Q1 2025 and has held it in 6 quarters since. The position peaked at $276K in Q4 2025. 2,683 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Holistic Planning held 627 shares of AT&T worth $13K as of Q2 2026.
  • Holistic Planning sold 8,869 AT&T shares in Q2 2026, an estimated $220K.
  • AT&T made up ﹤0.01% of Holistic Planning's portfolio in Q2 2026, its #334 holding.
  • Holistic Planning first reported a position in AT&T in Q1 2025 and has held it in 6 quarters since.
  • Holistic Planning's AT&T position peaked at $276K in Q4 2025.
  • 2,683 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.