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Omnia Family Wealth’s AT&T T Stock Holding History

Omnia Family 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
2025
Q4 		– Sell
-11,191
Closed -$316K – 111
2025
Q3 		$316K Sell
11,191
-482
-4% -$13.7K 0.1% 71
2025
Q2 		$338K Buy
11,673
+1,256
+12% +$34.6K 0.12% 60
2025
Q1 		$295K Buy
+10,417
New +$262K 0.12% 62
2021
Q1 		– Sell
-15,940
Closed -$346K – 74
2020
Q4 		$346K Buy
15,940
+2,905
+22% +$62.6K 0.32% 53
2020
Q3 		$281K Sell
13,035
-11,979
-48% -$268K 0.27% 53
2020
Q2 		$571K Buy
25,014
+358
+1% +$8.15K 0.56% 29
2020
Q1 		$543K Buy
24,656
+1,588
+7% +$43.4K 0.56% 33
2019
Q4 		$681K Buy
23,068
+2,649
+13% +$76.5K 0.31% 43
2019
Q3 		$584K Buy
20,419
+1,285
+7% +$34K 0.43% 40
2019
Q2 		$484K Sell
19,134
-289
-1% -$6.93K 0.24% 47
2019
Q1 		$460K Sell
19,423
-3,788
-16% -$87.1K 0.23% 47
2018
Q4 		$500K Sell
23,211
-842
-4% -$19.6K 0.27% 45
2018
Q3 		$610K Sell
24,053
-653
-3% -$16K 0.28% 39
2018
Q2 		$599K Sell
24,706
-316
-1% -$7.93K 0.28% 38
2018
Q1 		$674K Sell
25,022
-849
-3% -$23.6K 0.31% 35
2017
Q4 		$760K Buy
25,871
+990
+4% +$27K 0.35% 30
2017
Q3 		$736K Sell
24,881
-651
-3% -$18.5K 0.36% 29
2017
Q2 		$728K Sell
25,532
-3,326
-12% -$98K 0.35% 29
2017
Q1 		$906K Buy
28,858
+898
+3% +$28.3K 0.44% 25
2016
Q4 		$898K Buy
+27,960
New +$825K 0.45% 25

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Omnia Family Wealth's T Position: Q4 2025 in Review

Omnia Family Wealth sold out of AT&T (T) in Q4 2025, closing a stake of 11,191 shares — an estimated $316K sold.

Omnia Family Wealth first reported a position in T in Q4 2016 and held it in 20 quarters. The position peaked at $906K in Q1 2017. 2,851 funds tracked by Wall St. Rank hold T as of Q4 2025.

  • Omnia Family Wealth reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
  • Omnia Family Wealth sold 11,191 AT&T shares in Q4 2025, an estimated $316K.
  • Omnia Family Wealth first reported a position in AT&T in Q4 2016 and held it in 20 quarters.
  • Omnia Family Wealth's AT&T position peaked at $906K in Q1 2017.
  • 2,851 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Omnia Family Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.