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

Opal 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 		$534K Buy
25,818
+2,326
+10% +$57.7K 0.12% 91
2026
Q1 		$681K Buy
23,492
+4,434
+23% +$118K 0.15% 74
2025
Q4 		$473K Sell
19,058
-10,239
-35% -$259K 0.12% 99
2025
Q3 		$827K Buy
29,297
+1,751
+6% +$49.7K 0.23% 56
2025
Q2 		$797K Buy
27,546
+12,977
+89% +$358K 0.22% 50
2025
Q1 		$412K Buy
14,569
+1,149
+9% +$28.9K 0.13% 97
2024
Q4 		$306K Buy
13,420
+2,126
+19% +$47.8K 0.09% 127
2024
Q3 		$248K Buy
11,294
+3,955
+54% +$78.7K 0.08% 155
2024
Q2 		$140K Buy
+7,339
New +$128K 0.05% 229
2024
Q1 		– Sell
-11,554
Closed -$194K – 362
2023
Q4 		$194K Sell
11,554
-2,705
-19% -$42.7K 0.08% 169
2023
Q3 		$214K Sell
14,259
-1,347
-9% -$19.7K 0.13% 133
2023
Q2 		$249K Buy
15,606
+4,322
+38% +$73.6K 0.12% 122
2023
Q1 		$217K Buy
11,284
+651
+6% +$12.4K 0.13% 104
2022
Q4 		$196K Buy
+10,633
New +$190K 0.11% 121
2021
Q4 		– Sell
-23,578
Closed -$481K – 135
2021
Q3 		$481K Sell
23,578
-3,298
-12% -$69.3K 0.46% 32
2021
Q2 		$584K Buy
26,876
+14,706
+121% +$335K 0.54% 27
2021
Q1 		$278K Buy
+12,170
New +$269K 0.3% 50

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Opal Wealth Advisors increased its AT&T (T) stake by 9.9% in Q2 2026, buying an estimated $57.7K and bringing the position to 25,818 shares worth $534K. The position accounts for 0.12% of the portfolio, ranked #91.

Opal Wealth Advisors first reported a position in T in Q1 2021 and has held it in 17 quarters since. The position peaked at $827K in Q3 2025. 1,283 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Opal Wealth Advisors held 25,818 shares of AT&T worth $534K as of Q2 2026.
  • Opal Wealth Advisors bought 2,326 AT&T shares in Q2 2026, an estimated $57.7K.
  • AT&T made up 0.12% of Opal Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Opal Wealth Advisors first reported a position in AT&T in Q1 2021 and has held it in 17 quarters since.
  • Opal Wealth Advisors's AT&T position peaked at $827K in Q3 2025.
  • 1,283 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.