Kovitz Investment Group Partners
T icon

Kovitz Investment Group Partners’s AT&T T Stock Holding History

Kovitz Investment Group Partners’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
2021
Q4 		– Sell
-2,152
Closed -$353K – 458
2021
Q3 		$353K Buy
2,152
+20
+0.9% +$420 0.01% 377
2021
Q2 		$612K Buy
+2,132
New +$48.5K 0.01% 350

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's T Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its AT&T (T) stake by 7% in Q2 2026, selling an estimated $52.5K and leaving 28,222 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #373.

Kovitz Investment Group Partners first reported a position in T in Q1 2016 and has held it in 35 quarters since. The position peaked at $19.9M in Q2 2025. 2,699 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Kovitz Investment Group Partners held 28,222 shares of AT&T worth $584K as of Q2 2026.
  • Kovitz Investment Group Partners sold 2,115 AT&T shares in Q2 2026, an estimated $52.5K.
  • AT&T made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #373 holding.
  • Kovitz Investment Group Partners first reported a position in AT&T in Q1 2016 and has held it in 35 quarters since.
  • Kovitz Investment Group Partners's AT&T position peaked at $19.9M in Q2 2025.
  • 2,699 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.