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Innovative Advisory Group, LLC’s AT&T T Stock Holding History

Innovative Advisory Group, LLC’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
2025
Q4 		– Sell
-7
Closed -$198 – 267
2025
Q3 		$198 Hold
7
– – ﹤0.01% 242
2025
Q2 		$203 Hold
7
– – ﹤0.01% 237
2025
Q1 		$198 Hold
7
– – ﹤0.01% 225
2024
Q4 		$159 Buy
+7
New +$158 ﹤0.01% 221

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innovative Advisory Group, LLC's T Position: Q4 2025 in Review

Innovative Advisory Group, LLC sold out of AT&T (T) in Q4 2025, closing a stake of 7 shares — an estimated $198 sold.

Innovative Advisory Group, LLC first reported a position in T in Q4 2024 and held it in 4 quarters. The position peaked at $203 in Q2 2025. 2,862 funds tracked by Wall St. Rank hold T as of Q4 2025.

  • Innovative Advisory Group, LLC reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 7 AT&T shares in Q4 2025, an estimated $198.
  • Innovative Advisory Group, LLC first reported a position in AT&T in Q4 2024 and held it in 4 quarters.
  • Innovative Advisory Group, LLC's AT&T position peaked at $203 in Q2 2025.
  • 2,862 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q4 2025, filed 23 Sep 2026.