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Mosaic Family Wealth Partners’s AT&T T Stock Holding History

Mosaic Family 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 		$609K Buy
29,424
+14,410
+96% +$358K 0.04% 268
2026
Q1 		$435K Buy
15,014
+90
+0.6% +$2.4K 0.04% 191
2025
Q4 		$371K Sell
14,924
-1,223
-8% -$31K 0.04% 176
2025
Q3 		$453K Buy
16,147
+3,011
+23% +$85.5K 0.05% 149
2025
Q2 		$380K Sell
13,136
-2,090
-14% -$57.6K 0.05% 154
2025
Q1 		$431K Sell
15,226
-4,401
-22% -$111K 0.06% 142
2024
Q4 		$447K Buy
19,627
+3,180
+19% +$71.6K 0.06% 135
2024
Q3 		$362K Sell
16,447
-772
-4% -$15.4K 0.05% 143
2024
Q2 		$329K Sell
17,219
-1,008
-6% -$17.5K 0.05% 145
2024
Q1 		$321K Sell
18,227
-1,587
-8% -$27.1K 0.05% 151
2023
Q4 		$332K Sell
19,814
-4,618
-19% -$72.9K 0.06% 135
2023
Q3 		$367K Buy
24,432
+72
+0.3% +$1.05K 0.07% 125
2023
Q2 		$389K Sell
24,360
-270
-1% -$4.6K 0.08% 120
2023
Q1 		$474K Sell
24,630
-675
-3% -$12.9K 0.1% 105
2022
Q4 		$466K Buy
+25,305
New +$453K 0.13% 106

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 $3.37T AUM 44.26% 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

Mosaic Family Wealth Partners's T Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its AT&T (T) stake by 96% in Q2 2026, buying an estimated $358K and bringing the position to 29,424 shares worth $609K. The position accounts for 0.04% of the portfolio, ranked #268.

Mosaic Family Wealth Partners first reported a position in T in Q4 2022 and has held it in 15 quarters since. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Mosaic Family Wealth Partners held 29,424 shares of AT&T worth $609K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 14,410 AT&T shares in Q2 2026, an estimated $358K.
  • AT&T made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #268 holding.
  • Mosaic Family Wealth Partners first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.