Optimize Financial’s AT&T T Stock Holding History

Optimize Financial’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 Q3	–	Sell	-51,200	Closed	-$1.48M	–	426
2025 Q2	$1.48M	Sell	51,200 -368	-0.7%	-$10.1K	0.91%	40
2025 Q1	$1.46M	Buy	51,568 +5,053	+11%	+$127K	1.06%	32
2024 Q4	$1.06M	Buy	+46,515	New	+$1.05M	0.79%	33

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Optimize Financial's T Position: Q3 2025 in Review

Optimize Financial sold out of AT&T (T) in Q3 2025, closing a stake of 51,200 shares — an estimated $1.48M sold.

Optimize Financial first reported a position in T in Q4 2024 and held it in 3 quarters. The position peaked at $1.48M in Q2 2025. 2,861 funds tracked by Wall St. Rank hold T as of Q3 2025.

Optimize Financial reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 51,200 AT&T shares in Q3 2025, an estimated $1.48M.
Optimize Financial first reported a position in AT&T in Q4 2024 and held it in 3 quarters.
Optimize Financial's AT&T position peaked at $1.48M in Q2 2025.
2,861 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.