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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
Q2 		$233K Buy
11,276
+36
+0.3% +$894 0.02% 285
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
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

Naviter Wealth's T Position: Q2 2026 in Review

Naviter Wealth increased its AT&T (T) stake by 0.32% in Q2 2026, buying an estimated $894 and bringing the position to 11,276 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #285.

Naviter Wealth first reported a position in T in Q2 2022 and has held it in 14 quarters since. The position peaked at $999K in Q4 2023. 2,690 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Naviter Wealth held 11,276 shares of AT&T worth $233K as of Q2 2026.
  • Naviter Wealth bought 36 AT&T shares in Q2 2026, an estimated $894.
  • AT&T made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #285 holding.
  • Naviter Wealth first reported a position in AT&T in Q2 2022 and has held it in 14 quarters since.
  • Naviter Wealth's AT&T position peaked at $999K in Q4 2023.
  • 2,690 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.