OAS
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Optivise Advisory Services’s AT&T T Stock Holding History

Optivise Advisory Services’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 		$326K Buy
15,748
+1,747
+12% +$43.4K 0.17% 149
2026
Q1 		$406K Sell
14,001
-1,709
-11% -$45.7K 0.25% 101
2025
Q4 		$390K Buy
15,710
+3,984
+34% +$101K 0.23% 113
2025
Q3 		$331K Buy
11,726
+4,094
+54% +$116K 0.2% 114
2025
Q2 		$221K Buy
7,632
+492
+7% +$13.6K 0.11% 187
2025
Q1 		$202K Buy
+7,140
New +$180K 0.11% 190

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Optivise Advisory Services's T Position: Q2 2026 in Review

Optivise Advisory Services increased its AT&T (T) stake by 12% in Q2 2026, buying an estimated $43.4K and bringing the position to 15,748 shares worth $326K. The position accounts for 0.17% of the portfolio, ranked #149.

Optivise Advisory Services first reported a position in T in Q1 2025 and has held it in 6 quarters since. The position peaked at $406K in Q1 2026. 898 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Optivise Advisory Services held 15,748 shares of AT&T worth $326K as of Q2 2026.
  • Optivise Advisory Services bought 1,747 AT&T shares in Q2 2026, an estimated $43.4K.
  • AT&T made up 0.17% of Optivise Advisory Services's portfolio in Q2 2026, its #149 holding.
  • Optivise Advisory Services first reported a position in AT&T in Q1 2025 and has held it in 6 quarters since.
  • Optivise Advisory Services's AT&T position peaked at $406K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.