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OneAscent Wealth Management’s AT&T T Stock Holding History

OneAscent Wealth Management’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 		$556K Sell
26,883
-448
-2% -$11.1K 0.17% 66
2026
Q1 		$792K Sell
27,331
-89
-0.3% -$2.38K 0.26% 42
2025
Q4 		$681K Sell
27,420
-530
-2% -$13.4K 0.23% 53
2025
Q3 		$789K Buy
27,950
+103
+0.4% +$2.92K 0.27% 49
2025
Q2 		$806K Buy
27,847
+1,711
+7% +$47.2K 0.3% 43
2025
Q1 		$739K Sell
26,136
-1,299
-5% -$32.7K 0.32% 34
2024
Q4 		$625K Buy
27,435
+196
+0.7% +$4.41K 0.26% 46
2024
Q3 		$599K Buy
27,239
+4,114
+18% +$81.9K 0.23% 55
2024
Q2 		$442K Sell
23,125
-1,610
-7% -$28K 0.23% 44
2024
Q1 		$435K Sell
24,735
-11
-0% -$188 0.17% 86
2023
Q4 		$415K Sell
24,746
-2,577
-9% -$40.7K 0.17% 77
2023
Q3 		$410K Buy
27,323
+1,892
+7% +$27.7K 0.18% 76
2023
Q2 		$406K Sell
25,431
-1,127
-4% -$19.2K 0.19% 46
2023
Q1 		$511K Sell
26,558
-12,249
-32% -$234K 0.2% 58
2022
Q4 		$714K Sell
38,807
-198
-0.5% -$3.54K 0.34% 29
2022
Q3 		$598K Buy
39,005
+11,562
+42% +$210K 0.31% 30
2022
Q2 		$575K Sell
27,443
-10,839
-28% -$216K 0.29% 35
2022
Q1 		$683K Sell
38,282
-1,492
-4% -$27.6K 0.34% 43
2021
Q4 		$739K Buy
39,774
+27,462
+223% +$513K 1.84% 10
2021
Q3 		$251K Buy
+12,312
New +$259K 0.29% 80
2021
Q1 		$1.52M Sell
66,695
-1,368
-2% -$30.2K 0.65% 16
2020
Q4 		$1.48M Buy
+68,063
New +$1.47M 0.67% 16

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

OneAscent Wealth Management's T Position: Q2 2026 in Review

OneAscent Wealth Management reduced its AT&T (T) stake by 1.6% in Q2 2026, selling an estimated $11.1K and leaving 26,883 shares worth $556K. The position accounts for 0.17% of the portfolio, ranked #66.

OneAscent Wealth Management first reported a position in T in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.52M in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • OneAscent Wealth Management held 26,883 shares of AT&T worth $556K as of Q2 2026.
  • OneAscent Wealth Management sold 448 AT&T shares in Q2 2026, an estimated $11.1K.
  • AT&T made up 0.17% of OneAscent Wealth Management's portfolio in Q2 2026, its #66 holding.
  • OneAscent Wealth Management first reported a position in AT&T in Q4 2020 and has held it in 22 quarters since.
  • OneAscent Wealth Management's AT&T position peaked at $1.52M in Q1 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.