Mindset Wealth Management
T icon

Mindset Wealth Management’s AT&T T Stock Holding History

Mindset Wealth Management’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 		$352K Buy
14,409
+82
+0.6% +$1.98K 0.06% 120
2026
Q2 		$297K Buy
14,327
+3,099
+28% +$76.9K 0.06% 140
2026
Q1 		$325K Sell
11,228
-256
-2% -$6.84K 0.09% 117
2025
Q4 		$285K Buy
11,484
+707
+7% +$17.9K 0.07% 139
2025
Q3 		$304K Buy
10,777
+252
+2% +$7.16K 0.08% 119
2025
Q2 		$305K Buy
10,525
+138
+1% +$3.8K 0.1% 108
2025
Q1 		$294K Buy
10,387
+55
+0.5% +$1.38K 0.11% 96
2024
Q4 		$235K Sell
10,332
-2,856
-22% -$64.3K 0.09% 116
2024
Q3 		$290K Buy
+13,188
New +$262K 0.12% 95

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

Mindset Wealth Management's T Position: Q3 2026 in Review

Mindset Wealth Management increased its AT&T (T) stake by 0.57% in Q3 2026, buying an estimated $1.98K and bringing the position to 14,409 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #120.

Mindset Wealth Management first reported a position in T in Q3 2024 and has held it in 9 quarters since. 765 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • Mindset Wealth Management held 14,409 shares of AT&T worth $352K as of Q3 2026.
  • Mindset Wealth Management bought 82 AT&T shares in Q3 2026, an estimated $1.98K.
  • AT&T made up 0.06% of Mindset Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Mindset Wealth Management first reported a position in AT&T in Q3 2024 and has held it in 9 quarters since.
  • 765 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.