Neville Rodie & Shaw’s AT&T T Stock Holding History

Neville Rodie & Shaw’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	$316K	Sell	15,250 -23,787	-61%	-$590K	0.02%	204
2026 Q1	$1.13M	Sell	39,037 -10,000	-20%	-$267K	0.08%	121
2025 Q4	$1.22M	Sell	49,037 -5,313	-10%	-$135K	0.09%	115
2025 Q3	$1.53M	Sell	54,350 -550	-1%	-$15.6K	0.11%	108
2025 Q2	$1.59M	Sell	54,900 -3,700	-6%	-$102K	0.12%	104
2025 Q1	$1.66M	Sell	58,600 -175	-0.3%	-$4.4K	0.13%	102
2024 Q4	$1.34M	Buy	58,775 +28,262	+93%	+$636K	0.1%	119
2024 Q3	$671K	Sell	30,513 -4,560	-13%	-$90.7K	0.05%	158
2024 Q2	$670K	Hold	35,073	–	–	0.05%	156
2024 Q1	$617K	Sell	35,073 -8,725	-20%	-$149K	0.05%	166
2023 Q4	$735K	Sell	43,798 -4,414	-9%	-$69.7K	0.06%	146
2023 Q3	$724K	Sell	48,212 -4,188	-8%	-$61.4K	0.06%	143
2023 Q2	$836K	Sell	52,400 -2,165	-4%	-$36.9K	0.07%	137
2023 Q1	$1.05M	Hold	54,565	–	–	0.1%	123
2022 Q4	$1M	Sell	54,565 -1,898	-3%	-$34K	0.09%	125
2022 Q3	$866K	Sell	56,463 -5,258	-9%	-$95.7K	0.09%	129
2022 Q2	$1.29M	Sell	61,721 -22,827	-27%	-$455K	0.12%	111
2022 Q1	$1.53M	Sell	84,548 -2,998	-3%	-$55.5K	0.11%	107
2021 Q4	$1.63M	Sell	87,546 -4,986	-5%	-$93.2K	0.12%	107
2021 Q3	$1.89M	Sell	92,532 -570	-0.6%	-$12K	0.15%	95
2021 Q2	$2.02M	Sell	93,102 -6,076	-6%	-$138K	0.16%	93
2021 Q1	$2.27M	Sell	99,178 -16,198	-14%	-$358K	0.19%	86
2020 Q4	$2.51M	Sell	115,376 -27,823	-19%	-$600K	0.22%	80
2020 Q3	$3.08M	Sell	143,199 -4,965	-3%	-$111K	0.29%	65
2020 Q2	$3.38M	Sell	148,164 -16,698	-10%	-$380K	0.35%	61
2020 Q1	$3.63M	Buy	164,862 +2,172	+1%	+$59.3K	0.44%	58
2019 Q4	$4.8M	Buy	162,690 +11,174	+7%	+$323K	0.47%	59
2019 Q3	$4.33M	Sell	151,516 -17,609	-10%	-$467K	0.46%	62
2019 Q2	$4.28M	Sell	169,125 -1,912	-1%	-$45.9K	0.45%	61
2019 Q1	$4.05M	Sell	171,037 -792	-0.5%	-$18.2K	0.43%	66
2018 Q4	$3.7M	Sell	171,829 -12,214	-7%	-$284K	0.45%	67
2018 Q3	$4.67M	Sell	184,043 -3,311	-2%	-$81.1K	0.46%	67
2018 Q2	$4.54M	Sell	187,354 -25,851	-12%	-$649K	0.48%	65
2018 Q1	$5.74M	Buy	213,205 +1,595	+0.8%	+$44.4K	0.63%	54
2017 Q4	$6.21M	Buy	211,610 +4,980	+2%	+$136K	0.66%	54
2017 Q3	$6.11M	Sell	206,630 -6,044	-3%	-$172K	0.68%	55
2017 Q2	$6.06M	Sell	212,674 -5,068	-2%	-$149K	0.69%	53
2017 Q1	$6.83M	Buy	217,742 +13,095	+6%	+$412K	0.78%	41
2016 Q4	$6.57M	Sell	204,647 -794	-0.4%	-$23.4K	0.78%	39
2016 Q3	$6.3M	Sell	205,441 -11,214	-5%	-$354K	0.74%	46
2016 Q2	$7.07M	Buy	216,655 +3,009	+1%	+$89.5K	0.85%	36
2016 Q1	$6.32M	Buy	213,646 +13,308	+7%	+$369K	0.77%	44
2015 Q4	$5.21M	Sell	200,338 -8,507	-4%	-$216K	0.63%	56
2015 Q3	$5.14M	Buy	208,845 +2,477	+1%	+$63.2K	0.63%	52
2015 Q2	$5.54M	Sell	206,368 -5,461	-3%	-$141K	0.61%	51
2015 Q1	$5.22M	Sell	211,829 -629	-0.3%	-$16K	0.54%	59
2014 Q4	$5.39M	Sell	212,458 -2,752	-1%	-$71.4K	0.55%	59
2014 Q3	$5.73M	Buy	215,210 +4,053	+2%	+$108K	0.56%	54
2014 Q2	$5.64M	Buy	211,157 +3,211	+2%	+$86K	0.57%	51
2014 Q1	$5.51M	Sell	207,946 -3,032	-1%	-$76.1K	0.6%	51
2013 Q4	$5.6M	Sell	210,978 -6,668	-3%	-$175K	0.61%	48
2013 Q3	$5.56M	Sell	217,646 -993	-0.5%	-$26.1K	0.65%	45
2013 Q2	$5.84M	Buy	+218,639	New	+$6.07M	0.71%	42

Other funds holding T

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

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

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Neville Rodie & Shaw's T Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its AT&T (T) stake by 61% in Q2 2026, selling an estimated $590K and leaving 15,250 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #204.

Neville Rodie & Shaw first reported a position in T in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.07M in Q2 2016. 614 funds tracked by Wall St. Rank hold T as of Q2 2026.

Neville Rodie & Shaw held 15,250 shares of AT&T worth $316K as of Q2 2026.
Neville Rodie & Shaw sold 23,787 AT&T shares in Q2 2026, an estimated $590K.
AT&T made up 0.02% of Neville Rodie & Shaw's portfolio in Q2 2026, its #204 holding.
Neville Rodie & Shaw first reported a position in AT&T in Q2 2013 and has held it in 53 quarters since.
Neville Rodie & Shaw's AT&T position peaked at $7.07M in Q2 2016.
614 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.