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

Modera 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
Q2 		$1.08M Sell
52,296
-1,026
-2% -$25.5K 0.01% 334
2026
Q1 		$1.55M Sell
53,322
-4,374
-8% -$117K 0.02% 283
2025
Q4 		$1.43M Sell
57,696
-2,687
-4% -$68K 0.02% 296
2025
Q3 		$1.71M Buy
60,383
+4,793
+9% +$136K 0.02% 273
2025
Q2 		$1.61M Buy
55,590
+140
+0.3% +$3.86K 0.02% 284
2025
Q1 		$1.57M Buy
55,450
+1,368
+3% +$34.4K 0.02% 271
2024
Q4 		$1.23M Sell
54,082
-2,793
-5% -$62.9K 0.01% 298
2024
Q3 		$1.25M Buy
56,875
+10,654
+23% +$212K 0.02% 276
2024
Q2 		$883K Buy
46,221
+1,180
+3% +$20.5K 0.01% 309
2024
Q1 		$793K Buy
45,041
+2,419
+6% +$41.3K 0.01% 327
2023
Q4 		$715K Sell
42,622
-659
-2% -$10.4K 0.01% 326
2023
Q3 		$650K Sell
43,281
-5,630
-12% -$82.5K 0.01% 327
2023
Q2 		$780K Buy
48,911
+19,945
+69% +$340K 0.01% 316
2023
Q1 		$558K Buy
28,966
+562
+2% +$10.7K 0.02% 204
2022
Q4 		$523K Buy
28,404
+1,329
+5% +$23.8K 0.02% 206
2022
Q3 		$415K Sell
27,075
-3,742
-12% -$68.1K 0.02% 207
2022
Q2 		$646K Sell
30,817
-15,618
-34% -$311K 0.03% 176
2022
Q1 		$829K Sell
46,435
-76,571
-62% -$1.42M 0.04% 165
2021
Q4 		$2.29M Buy
123,006
+89,357
+266% +$1.67M 0.09% 111
2021
Q3 		$686K Sell
33,649
-508
-1% -$10.7K 0.04% 130
2021
Q2 		$742K Buy
34,157
+854
+3% +$19.4K 0.04% 123
2021
Q1 		$761K Sell
33,303
-13,385
-29% -$296K 0.05% 113
2020
Q4 		$1.01M Sell
46,688
-1,894
-4% -$40.8K 0.08% 90
2020
Q3 		$1.05M Sell
48,582
-2,919
-6% -$65.2K 0.16% 53
2020
Q2 		$1.18M Sell
51,501
-1,981
-4% -$45.1K 0.19% 49
2020
Q1 		$1.18M Buy
53,482
+950
+2% +$26K 0.25% 46
2019
Q4 		$1.55M Buy
52,532
+6,585
+14% +$190K 0.24% 37
2019
Q3 		$1.31M Buy
45,947
+1,483
+3% +$39.3K 0.22% 39
2019
Q2 		$1.13M Sell
44,464
-7,882
-15% -$189K 0.21% 45
2019
Q1 		$1.24M Buy
52,346
+8,763
+20% +$202K 0.23% 40
2018
Q4 		$939K Sell
43,583
-9,181
-17% -$214K 0.19% 48
2018
Q3 		$1.34M Sell
52,764
-2,714
-5% -$66.5K 0.27% 37
2018
Q2 		$1.34M Buy
55,478
+3,029
+6% +$76K 0.28% 32
2018
Q1 		$1.41M Buy
52,449
+4,732
+10% +$132K 0.29% 31
2017
Q4 		$1.4M Sell
47,717
-346
-0.7% -$9.45K 0.3% 29
2017
Q3 		$1.42M Sell
48,063
-6,102
-11% -$173K 0.32% 30
2017
Q2 		$1.54M Sell
54,165
-307
-0.6% -$9.05K 0.38% 26
2017
Q1 		$1.71M Sell
54,472
-1,790
-3% -$56.3K 0.43% 24
2016
Q4 		$1.81M Buy
56,262
+1,541
+3% +$45.5K 0.61% 17
2016
Q3 		$1.68M Sell
54,721
-106
-0.2% -$3.35K 0.56% 21
2016
Q2 		$1.79M Sell
54,827
-11,533
-17% -$343K 0.63% 18
2016
Q1 		$1.96M Sell
66,360
-1,549
-2% -$42.9K 0.69% 18
2015
Q4 		$1.76M Buy
67,909
+21,752
+47% +$552K 0.7% 16
2015
Q3 		$1.14M Buy
46,157
+773
+2% +$19.7K 0.47% 19
2015
Q2 		$1.22M Sell
45,384
-1,520
-3% -$39.3K 0.48% 20
2015
Q1 		$1.16M Sell
46,904
-3,928
-8% -$99.8K 0.45% 24
2014
Q4 		$1.29M Sell
50,832
-8,412
-14% -$218K 0.5% 27
2014
Q3 		$1.58M Buy
59,244
+2,507
+4% +$66.7K 0.67% 18
2014
Q2 		$1.51M Sell
56,737
-2,851
-5% -$76.4K 0.69% 19
2014
Q1 		$1.58M Buy
59,588
+3,634
+6% +$91.2K 0.63% 18
2013
Q4 		$1.49M Buy
55,954
+8,420
+18% +$222K 0.56% 21
2013
Q3 		$1.21M Buy
47,534
+8,469
+22% +$222K 0.58% 19
2013
Q2 		$1.04M Buy
+39,065
New +$1.09M 0.54% 20

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Modera Wealth Management's T Position: Q2 2026 in Review

Modera Wealth Management reduced its AT&T (T) stake by 1.9% in Q2 2026, selling an estimated $25.5K and leaving 52,296 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #334.

Modera Wealth Management first reported a position in T in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.29M in Q4 2021. 1,744 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Modera Wealth Management held 52,296 shares of AT&T worth $1.08M as of Q2 2026.
  • Modera Wealth Management sold 1,026 AT&T shares in Q2 2026, an estimated $25.5K.
  • AT&T made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #334 holding.
  • Modera Wealth Management first reported a position in AT&T in Q2 2013 and has held it in 53 quarters since.
  • Modera Wealth Management's AT&T position peaked at $2.29M in Q4 2021.
  • 1,744 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.