ORG Partners’s AT&T T Stock Holding History

ORG Partners’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 Q4	$370K	Sell	14,890 -774	-5%	-$19.6K	0.07%	243
2025 Q3	$443K	Buy	15,664 +1,139	+8%	+$32.3K	0.08%	208
2025 Q2	$420K	Buy	14,525 +938	+7%	+$25.8K	0.09%	197
2025 Q1	$387K	Buy	13,587 +760	+6%	+$19.1K	0.1%	173
2024 Q4	$292K	Buy	12,827 +1,956	+18%	+$44K	0.04%	261
2024 Q3	$239K	Sell	10,871 -8,250	-43%	-$164K	0.04%	259
2024 Q2	$363K	Buy	19,121 +16,947	+780%	+$295K	0.05%	294
2024 Q1	$38.1K	Sell	2,174 -16,594	-88%	-$283K	0.07%	160
2023 Q4	$315K	Buy	18,768 +4,756	+34%	+$75.1K	0.05%	235
2023 Q3	$210K	Sell	14,012 -14,647	-51%	-$215K	0.06%	276
2023 Q2	$460K	Buy	28,659 +7,140	+33%	+$122K	0.07%	225
2023 Q1	$417K	Buy	+21,519	New	+$411K	0.1%	118

Other funds holding T

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Newport Trust Company

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

Geode Capital Management

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

Bank of America

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return