Moller Wealth Partners’s AT&T T Stock Holding History

Moller Wealth 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
2026 Q2	–	Sell	-8,339	Closed	-$242K	–	78
2026 Q1	$242K	Sell	8,339 -275	-3%	-$7.35K	0.05%	62
2025 Q4	$214K	Sell	8,614 -140	-2%	-$3.54K	0.04%	68
2025 Q3	$247K	Buy	8,754 +2	+0%	+$57	0.05%	65
2025 Q2	$253K	Buy	8,752 +45	+0.5%	+$1.24K	0.06%	63
2025 Q1	$246K	Buy	+8,707	New	+$219K	0.06%	62
2021 Q4	–	Sell	-10,513	Closed	-$214K	–	50
2021 Q3	$214K	Hold	10,513	–	–	0.07%	45
2021 Q2	$229K	Sell	10,513 -860	-8%	-$19.6K	0.08%	46
2021 Q1	$260K	Buy	11,373 +813	+8%	+$18K	0.09%	42
2020 Q4	$229K	Buy	10,560 +47	+0.4%	+$1.01K	0.09%	45
2020 Q3	$226K	Sell	10,513 -11,872	-53%	-$265K	0.1%	37
2020 Q2	$511K	Sell	22,385 -1,920	-8%	-$43.7K	0.22%	33
2020 Q1	$535K	Hold	24,305	–	–	0.28%	32
2019 Q4	$717K	Hold	24,305	–	–	0.32%	33
2019 Q3	$695K	Buy	24,305 +265	+1%	+$7.02K	0.34%	32
2019 Q2	$608K	Hold	24,040	–	–	0.31%	34
2019 Q1	$569K	Sell	24,040 -142	-0.6%	-$3.27K	0.26%	34
2018 Q4	$559K	Buy	24,182 +142	+0.6%	+$3.31K	0.36%	39
2018 Q3	$610K	Hold	24,040	–	–	0.27%	27
2018 Q2	$583K	Hold	24,040	–	–	0.23%	29
2018 Q1	$647K	Sell	24,040 -492	-2%	-$13.7K	0.28%	28
2017 Q4	$720K	Buy	24,532 +611	+3%	+$16.7K	0.27%	27
2017 Q3	$708K	Hold	23,921	–	–	0.27%	28
2017 Q2	$682K	Hold	23,921	–	–	0.29%	27
2017 Q1	$751K	Hold	23,921	–	–	0.33%	29
2016 Q4	$768K	Hold	23,921	–	–	0.38%	27
2016 Q3	$734K	Hold	23,921	–	–	0.34%	29
2016 Q2	$781K	Hold	23,921	–	–	0.38%	28
2016 Q1	$708K	Sell	23,921 -225	-0.9%	-$6.23K	0.42%	27
2015 Q4	$628K	Sell	24,146 -9	-0%	-$228	0.35%	27
2015 Q3	$594K	Buy	24,155 +9	+0%	+$229	0.55%	24
2015 Q2	$648K	Sell	24,146 -9	-0%	-$233	0.29%	30
2015 Q1	$596K	Sell	24,155 -628	-3%	-$16K	0.28%	32
2014 Q4	$625K	Sell	24,783 -215	-0.9%	-$5.58K	0.31%	30
2014 Q3	$643K	Buy	24,998 +181	+0.7%	+$4.82K	0.3%	33
2014 Q2	$663K	Sell	24,817 -2,559	-9%	-$68.5K	0.3%	35
2014 Q1	$725K	Hold	27,376	–	–	0.37%	32
2013 Q4	$727K	Buy	27,376 +225	+0.8%	+$5.92K	0.39%	32
2013 Q3	$693K	Sell	27,151 -256	-0.9%	-$6.72K	0.44%	32
2013 Q2	$733K	Buy	+27,407	New	+$761K	0.54%	31

Other funds holding T

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Moller Wealth Partners's T Position: Q2 2026 in Review

Moller Wealth Partners sold out of AT&T (T) in Q2 2026, closing a stake of 8,339 shares — an estimated $242K sold.

Moller Wealth Partners first reported a position in T in Q2 2013 and held it in 39 quarters. The position peaked at $781K in Q2 2016. 1,044 funds tracked by Wall St. Rank hold T as of Q2 2026.

Moller Wealth Partners reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Moller Wealth Partners sold 8,339 AT&T shares in Q2 2026, an estimated $242K.
Moller Wealth Partners first reported a position in AT&T in Q2 2013 and held it in 39 quarters.
Moller Wealth Partners's AT&T position peaked at $781K in Q2 2016.
1,044 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.