Holos Integrated Wealth
T icon

Holos Integrated Wealth’s AT&T T Stock Holding History

Holos Integrated Wealth’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
Q3 		$55K Hold
2,369
– – 0.02% 159
2026
Q2 		$50K Hold
2,369
– – 0.02% 158
2026
Q1 		$66.4K Buy
2,369
+460
+24% +$12.3K 0.03% 138
2025
Q4 		$46.9K Hold
1,909
– – 0.03% 120
2025
Q3 		$49.4K Hold
1,909
– – 0.03% 117
2025
Q2 		$53.6K Hold
1,909
– – 0.03% 111
2025
Q1 		$54K Hold
1,909
– – 0.04% 111
2024
Q4 		$43.5K Buy
+1,909
New +$43K 0.03% 115

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Quintet Private Bank (Europe)
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Holos Integrated Wealth's T Position: Q3 2026 in Review

Holos Integrated Wealth held its AT&T (T) position steady in Q3 2026 at 2,369 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #159.

Holos Integrated Wealth first reported a position in T in Q4 2024 and has held it in 8 quarters since. The position peaked at $66.4K in Q1 2026. 858 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Holos Integrated Wealth held 2,369 shares of AT&T worth $55K as of Q3 2026.
  • Holos Integrated Wealth left its AT&T share count unchanged in Q3 2026.
  • AT&T made up 0.02% of Holos Integrated Wealth's portfolio in Q3 2026, its #159 holding.
  • Holos Integrated Wealth first reported a position in AT&T in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's AT&T position peaked at $66.4K in Q1 2026.
  • 858 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.