OWA
T icon

Octavia Wealth Advisors’s AT&T T Stock Holding History

Octavia Wealth Advisors’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
-13,136
Closed -$381K – 251
2026
Q1 		$381K Buy
13,136
+962
+8% +$25.7K 0.04% 156
2025
Q4 		$302K Sell
12,174
-1,400
-10% -$35.4K 0.03% 189
2025
Q3 		$383K Buy
13,574
+5,199
+62% +$148K 0.04% 166
2025
Q2 		$242K Sell
8,375
-2,403
-22% -$66.2K 0.03% 197
2025
Q1 		$305K Sell
10,778
-1,751
-14% -$44K 0.04% 165
2024
Q4 		$285K Sell
12,529
-858
-6% -$19.3K 0.03% 172
2024
Q3 		$295K Sell
13,387
-11,926
-47% -$237K 0.04% 167
2024
Q2 		$484K Buy
25,313
+519
+2% +$9.02K 0.07% 117
2024
Q1 		$436K Sell
24,794
-10,777
-30% -$184K 0.06% 126
2023
Q4 		$597K Buy
35,571
+1,019
+3% +$16.1K 0.11% 104
2023
Q3 		$519K Sell
34,552
-2,386
-6% -$35K 0.11% 101
2023
Q2 		$589K Buy
36,938
+2,917
+9% +$49.7K 0.12% 89
2023
Q1 		$655K Sell
34,021
-1,339
-4% -$25.6K 0.15% 76
2022
Q4 		$651K Sell
35,360
-5,640
-14% -$101K 0.16% 78
2022
Q3 		$629K Sell
41,000
-2,188
-5% -$39.8K 0.17% 73
2022
Q2 		$904K Sell
43,188
-12,947
-23% -$258K 0.24% 64
2022
Q1 		$1M Sell
56,135
-4,740
-8% -$87.7K 0.22% 65
2021
Q4 		$1.13M Sell
60,875
-44,849
-42% -$838K 0.24% 60
2021
Q3 		$2.16M Sell
105,724
-4,386
-4% -$92.1K 0.55% 37
2021
Q2 		$2.39M Sell
110,110
-2,868
-3% -$65.2K 0.63% 35
2021
Q1 		$2.58M Buy
112,978
+3,352
+3% +$74.1K 0.77% 31
2020
Q4 		$2.38M Buy
+109,626
New +$2.36M 0.77% 27

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

Octavia Wealth Advisors's T Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 13,136 shares — an estimated $381K sold.

Octavia Wealth Advisors first reported a position in T in Q4 2020 and held it in 22 quarters. The position peaked at $2.58M in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Octavia Wealth Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 13,136 AT&T shares in Q2 2026, an estimated $381K.
  • Octavia Wealth Advisors first reported a position in AT&T in Q4 2020 and held it in 22 quarters.
  • Octavia Wealth Advisors's AT&T position peaked at $2.58M in Q1 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.