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

Kellett 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 Q2	–	Sell	-16,952	Closed	-$479K	–	79
2025 Q1	$479K	Buy	16,952 +1,287	+8%	+$32.4K	0.33%	35
2024 Q4	$357K	Hold	15,665	–	–	0.25%	44
2024 Q3	$345K	Sell	15,665 -1,095	-7%	-$21.8K	0.25%	46
2024 Q2	$320K	Sell	16,760 -966	-5%	-$16.8K	0.26%	46
2024 Q1	$312K	Sell	17,726 -661	-4%	-$11.3K	0.22%	62
2023 Q4	$309K	Sell	18,387 -493	-3%	-$7.78K	0.23%	54
2023 Q3	$284K	Buy	18,880 +482	+3%	+$7.07K	0.24%	47
2023 Q2	$293K	Buy	+18,398	New	+$313K	0.27%	41

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Kellett Wealth Advisors's T Position: Q2 2025 in Review

Kellett Wealth Advisors sold out of AT&T (T) in Q2 2025, closing a stake of 16,952 shares — an estimated $479K sold.

Kellett Wealth Advisors first reported a position in T in Q2 2023 and held it in 8 quarters. The position peaked at $479K in Q1 2025. 2,882 funds tracked by Wall St. Rank hold T as of Q2 2025.

Kellett Wealth Advisors reported no remaining AT&T position as of Q2 2025 after selling out during the quarter.
Kellett Wealth Advisors sold 16,952 AT&T shares in Q2 2025, an estimated $479K.
Kellett Wealth Advisors first reported a position in AT&T in Q2 2023 and held it in 8 quarters.
Kellett Wealth Advisors's AT&T position peaked at $479K in Q1 2025.
2,882 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Kellett Wealth Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.