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 Q3	$351K	Sell	14,371 -1,377	-9%	-$33.2K	0.17%	141
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Optivise Advisory Services's T Position: Q3 2026 in Review

Optivise Advisory Services reduced its AT&T (T) stake by 8.7% in Q3 2026, selling an estimated $33.2K and leaving 14,371 shares worth $351K. The position accounts for 0.17% of the portfolio, ranked #141.

Optivise Advisory Services first reported a position in T in Q1 2025 and has held it in 7 quarters since. The position peaked at $406K in Q1 2026. 1,926 funds tracked by Wall St. Rank hold T as of Q3 2026.

Optivise Advisory Services held 14,371 shares of AT&T worth $351K as of Q3 2026.
Optivise Advisory Services sold 1,377 AT&T shares in Q3 2026, an estimated $33.2K.
AT&T made up 0.17% of Optivise Advisory Services's portfolio in Q3 2026, its #141 holding.
Optivise Advisory Services first reported a position in AT&T in Q1 2025 and has held it in 7 quarters since.
Optivise Advisory Services's AT&T position peaked at $406K in Q1 2026.
1,926 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.