Nvest Wealth Strategies’s AT&T T Stock Holding History

Nvest Wealth Strategies’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	-13	Closed	-$377	–	423
2026 Q1	$377	Buy	+13	New	+$347	﹤0.01%	322

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Nvest Wealth Strategies's T Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of AT&T (T) in Q2 2026, closing a stake of 13 shares — an estimated $377 sold.

Nvest Wealth Strategies first reported a position in T in Q1 2026 and held it in 1 quarter. The position peaked at $377 in Q1 2026. 1,744 funds tracked by Wall St. Rank hold T as of Q2 2026.

Nvest Wealth Strategies reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 13 AT&T shares in Q2 2026, an estimated $377.
Nvest Wealth Strategies first reported a position in AT&T in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's AT&T position peaked at $377 in Q1 2026.
1,744 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.