Naviter Wealth’s AT&T T Stock Holding History

Naviter Wealth’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	$326K	Sell	11,240 -877	-7%	-$23.4K	0.04%	230
2025 Q4	$301K	Sell	12,117 -396	-3%	-$10K	0.04%	233
2025 Q3	$353K	Buy	12,513 +333	+3%	+$9.46K	0.04%	222
2025 Q2	$352K	Sell	12,180 -1,649	-12%	-$45.4K	0.04%	221
2025 Q1	$390K	Buy	13,829 +284	+2%	+$7.14K	0.05%	215
2024 Q4	$308K	Buy	+13,545	New	+$305K	0.04%	237
2024 Q1	–	Sell	-59,526	Closed	-$999K	–	246
2023 Q4	$999K	Sell	59,526 -2,443	-4%	-$38.6K	0.2%	133
2023 Q3	$931K	Buy	61,969 +16,448	+36%	+$241K	0.22%	109
2023 Q2	$726K	Buy	45,521 +4,320	+10%	+$73.6K	0.18%	139
2023 Q1	$793K	Buy	41,201 +4,139	+11%	+$79.1K	0.28%	100
2022 Q4	$720K	Buy	37,062 +3,206	+9%	+$57.4K	0.2%	117
2022 Q3	$519K	Buy	33,856 +5,993	+22%	+$109K	0.21%	116
2022 Q2	$584K	Buy	+27,863	New	+$556K	0.24%	106

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Naviter Wealth's T Position: Q1 2026 in Review

Naviter Wealth reduced its AT&T (T) stake by 7.2% in Q1 2026, selling an estimated $23.4K and leaving 11,240 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #230.

Naviter Wealth first reported a position in T in Q2 2022 and has held it in 13 quarters since. The position peaked at $999K in Q4 2023. 2,965 funds tracked by Wall St. Rank hold T as of Q1 2026.

Naviter Wealth held 11,240 shares of AT&T worth $326K as of Q1 2026.
Naviter Wealth sold 877 AT&T shares in Q1 2026, an estimated $23.4K.
AT&T made up 0.04% of Naviter Wealth's portfolio in Q1 2026, its #230 holding.
Naviter Wealth first reported a position in AT&T in Q2 2022 and has held it in 13 quarters since.
Naviter Wealth's AT&T position peaked at $999K in Q4 2023.
2,965 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.