Innovative Advisory Group’s AT&T T Stock Holding History

Innovative Advisory Group’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	-7	Closed	-$198	–	267
2025 Q3	$198	Hold	7	–	–	﹤0.01%	242
2025 Q2	$203	Hold	7	–	–	﹤0.01%	237
2025 Q1	$198	Hold	7	–	–	﹤0.01%	225
2024 Q4	$159	Buy	+7	New	+$158	﹤0.01%	221

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 $3.38T AUM 44.17% 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

Innovative Advisory Group's T Position: Q4 2025 in Review

Innovative Advisory Group sold out of AT&T (T) in Q4 2025, closing a stake of 7 shares — an estimated $198 sold.

Innovative Advisory Group first reported a position in T in Q4 2024 and held it in 4 quarters. The position peaked at $203 in Q2 2025. 2,861 funds tracked by Wall St. Rank hold T as of Q4 2025.

Innovative Advisory Group reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
Innovative Advisory Group sold 7 AT&T shares in Q4 2025, an estimated $198.
Innovative Advisory Group first reported a position in AT&T in Q4 2024 and held it in 4 quarters.
Innovative Advisory Group's AT&T position peaked at $203 in Q2 2025.
2,861 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Innovative Advisory Group's 13F filing for Q4 2025, filed 23 Sep 2026.