MGIA
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Moneta Group Investment Advisors’s AT&T T Stock Holding History

Moneta Group Investment 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
2026
Q1 		$2.31M Sell
79,510
-10,722
-12% -$286K 0.02% 252
2025
Q4 		$2.24M Sell
90,232
-1,024
-1% -$25.9K 0.02% 256
2025
Q3 		$2.58M Sell
91,256
-465
-0.5% -$13.2K 0.02% 239
2025
Q2 		$2.65M Buy
91,721
+20,948
+30% +$577K 0.03% 196
2025
Q1 		$2M Sell
70,773
-1,305
-2% -$32.8K 0.03% 210
2024
Q4 		$1.64M Buy
72,078
+4,669
+7% +$105K 0.02% 228
2024
Q3 		$1.48M Sell
67,409
-11,764
-15% -$234K 0.02% 235
2024
Q2 		$1.51M Sell
79,173
-9,662
-11% -$168K 0.02% 219
2024
Q1 		$1.56M Sell
88,835
-843
-0.9% -$14.4K 0.03% 214
2023
Q4 		$1.5M Buy
89,678
+13,792
+18% +$218K 0.03% 195
2023
Q3 		$1.14M Sell
75,886
-24,374
-24% -$357K 0.03% 206
2023
Q2 		$1.6M Buy
100,260
+10,121
+11% +$172K 0.04% 187
2023
Q1 		$1.74M Buy
90,139
+21,190
+31% +$405K 0.04% 175
2022
Q4 		$1.4M Sell
68,949
-21,338
-24% -$382K 0.04% 180
2022
Q3 		$1.39M Buy
90,287
+10,468
+13% +$190K 0.05% 162
2022
Q2 		$1.67M Sell
79,819
-44,673
-36% -$891K 0.06% 155
2022
Q1 		$1.68M Buy
124,492
+35,795
+40% +$662K 0.07% 152
2021
Q4 		$1.65M Sell
88,697
-11,056
-11% -$207K 0.07% 152
2021
Q3 		$2.04M Sell
99,753
-17,052
-15% -$358K 0.09% 125
2021
Q2 		$2.54M Buy
116,805
+10,036
+9% +$228K 0.12% 121
2021
Q1 		$2.44M Buy
106,769
+58,063
+119% +$1.28M 0.13% 113
2020
Q4 		$1.06M Sell
48,706
-18,446
-27% -$398K 0.08% 141
2020
Q3 		$1.45M Buy
67,152
+12,186
+22% +$272K 0.13% 104
2020
Q2 		$1.25M Buy
54,966
+9,546
+21% +$217K 0.12% 102
2020
Q1 		$1M Sell
45,420
-11,768
-21% -$322K 0.1% 109
2019
Q4 		$1.69M Buy
57,188
+5,508
+11% +$159K 0.14% 94
2019
Q3 		$1.48M Sell
51,680
-4,623
-8% -$122K 0.14% 96
2019
Q2 		$1.43M Sell
56,303
-16,863
-23% -$404K 0.14% 95
2019
Q1 		$1.73M Buy
73,166
+12,487
+21% +$287K 0.18% 79
2018
Q4 		$1.31M Sell
60,679
-56,939
-48% -$1.33M 0.16% 91
2018
Q3 		$2.98M Buy
117,618
+4,076
+4% +$99.8K 0.31% 61
2018
Q2 		$2.75M Buy
113,542
+5,108
+5% +$128K 0.31% 54
2018
Q1 		$2.27M Buy
108,434
+30,114
+38% +$838K 0.3% 52
2017
Q4 		$2.3M Sell
78,320
-23,345
-23% -$637K 0.35% 39
2017
Q3 		$3.01M Sell
101,665
-4,636
-4% -$132K 0.47% 31
2017
Q2 		$3.03M Buy
106,301
+3,310
+3% +$97.6K 0.49% 31
2017
Q1 		$3.23M Sell
102,991
-4,175
-4% -$131K 0.64% 23
2016
Q4 		$3.44M Buy
107,166
+3,834
+4% +$113K 0.71% 23
2016
Q3 		$3.17M Sell
103,332
-9,976
-9% -$315K 0.72% 24
2016
Q2 		$3.7M Buy
113,308
+2,363
+2% +$70.3K 0.81% 23
2016
Q1 		$3.28M Buy
110,945
+1,865
+2% +$51.7K 0.73% 23
2015
Q4 		$2.83M Buy
109,080
+2,887
+3% +$73.2K 0.7% 24
2015
Q3 		$2.61M Buy
106,193
+58,193
+121% +$1.48M 0.73% 26
2015
Q2 		$1.29M Buy
48,000
+6,930
+17% +$179K 0.39% 34
2015
Q1 		$1.01M Buy
41,070
+818
+2% +$20.8K 0.43% 34
2014
Q4 		$1.02M Sell
40,252
-2,462
-6% -$63.9K 0.49% 29
2014
Q3 		$1.14M Buy
42,714
+3,170
+8% +$84.3K 0.59% 25
2014
Q2 		$1.06M Buy
39,544
+822
+2% +$22K 0.57% 28
2014
Q1 		$1.03M Sell
38,722
-611
-2% -$15.3K 0.61% 29
2013
Q4 		$1.04M Sell
39,333
-1,295
-3% -$34.1K 0.63% 29
2013
Q3 		$1.04M Buy
40,628
+979
+2% +$25.7K 0.68% 29
2013
Q2 		$1.06M Buy
+39,649
New +$1.1M 0.75% 27

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's T Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its AT&T (T) stake by 12% in Q1 2026, selling an estimated $286K and leaving 79,510 shares worth $2.31M. The position accounts for 0.02% of the portfolio, ranked #252.

Moneta Group Investment Advisors first reported a position in T in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.7M in Q2 2016. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Moneta Group Investment Advisors held 79,510 shares of AT&T worth $2.31M as of Q1 2026.
  • Moneta Group Investment Advisors sold 10,722 AT&T shares in Q1 2026, an estimated $286K.
  • AT&T made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #252 holding.
  • Moneta Group Investment Advisors first reported a position in AT&T in Q2 2013 and has held it in 52 quarters since.
  • Moneta Group Investment Advisors's AT&T position peaked at $3.7M in Q2 2016.
  • 2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.