MCIA
T icon

Mountain Capital Investment Advisors’s AT&T T Stock Holding History

Mountain Capital 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
Q2 		– Sell
-8,463
Closed -$216K – 102
2026
Q1 		$216K Buy
+8,463
New +$226K 0.03% 79
2023
Q3 		– Sell
-93,617
Closed -$1.4M – 69
2023
Q2 		$1.4M Sell
93,617
-25,732
-22% -$438K 0.53% 36
2023
Q1 		$2.38M Buy
119,349
+18,697
+19% +$357K 1.05% 20
2022
Q4 		$1.96M Buy
100,652
+14,893
+17% +$267K 0.89% 40
2022
Q3 		$1.33M Buy
85,759
+7,320
+9% +$133K 0.7% 50
2022
Q2 		$1.66M Buy
78,439
+5,455
+7% +$109K 0.83% 35
2022
Q1 		$1.08M Buy
72,984
+1,904
+3% +$35.2K 0.51% 63
2021
Q4 		$1.41M Buy
71,080
+16,321
+30% +$305K 0.64% 53
2021
Q3 		$1.11M Buy
54,759
+13,482
+33% +$283K 0.59% 65
2021
Q2 		$879K Sell
41,277
-5,250
-11% -$119K 0.41% 78
2021
Q1 		$1.04M Buy
46,527
+6,177
+15% +$137K 0.52% 73
2020
Q4 		$880K Sell
40,350
-10,445
-21% -$225K 0.53% 62
2020
Q3 		$1.08M Buy
+50,795
New +$1.14M 0.7% 56
2019
Q1 		– Sell
-19,510
Closed -$421K – 47
2018
Q4 		$421K Sell
19,510
-3,934
-17% -$91.6K 0.59% 15
2018
Q3 		$595K Buy
23,444
+2,570
+12% +$63K 0.58% 18
2018
Q2 		$506K Buy
20,874
+3,894
+23% +$97.7K 0.49% 16
2018
Q1 		$457K Buy
16,980
+2,510
+17% +$69.9K 0.5% 17
2017
Q4 		$425K Buy
14,470
+409
+3% +$11.2K 0.41% 21
2017
Q3 		$416K Buy
14,061
+9,374
+200% +$266K 0.37% 18
2017
Q2 		$134K Buy
+4,687
New +$138K 0.13% 49

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Mountain Capital Investment Advisors's T Position: Q2 2026 in Review

Mountain Capital Investment Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 8,463 shares — an estimated $216K sold.

Mountain Capital Investment Advisors first reported a position in T in Q2 2017 and held it in 20 quarters. The position peaked at $2.38M in Q1 2023. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Mountain Capital Investment Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 8,463 AT&T shares in Q2 2026, an estimated $216K.
  • Mountain Capital Investment Advisors first reported a position in AT&T in Q2 2017 and held it in 20 quarters.
  • Mountain Capital Investment Advisors's AT&T position peaked at $2.38M in Q1 2023.
  • 863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.