OWP
T icon

ORG Wealth Partners’s AT&T T Stock Holding History

ORG Wealth 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
2026
Q2 		$77.6K Sell
3,747
-7,273
-66% -$181K 0.01% 309
2026
Q1 		$319K Buy
11,020
+3,201
+41% +$85.5K 0.06% 171
2025
Q4 		$194K Sell
7,819
-1,056
-12% -$26.7K 0.05% 206
2025
Q3 		$251K Buy
8,875
+3,152
+55% +$89.5K 0.05% 184
2025
Q2 		$165K Buy
5,723
+2,471
+76% +$68.1K 0.04% 191
2025
Q1 		$92.6K Hold
3,252
– – 0.03% 268
2024
Q4 		$74K Hold
3,252
– – 0.02% 215
2024
Q3 		$71.5K Buy
+3,252
New +$64.7K 0.02% 223

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ORG Wealth Partners's T Position: Q2 2026 in Review

ORG Wealth Partners reduced its AT&T (T) stake by 66% in Q2 2026, selling an estimated $181K and leaving 3,747 shares worth $77.6K. The position accounts for 0.01% of the portfolio, ranked #309.

ORG Wealth Partners first reported a position in T in Q3 2024 and has held it in 8 quarters since. The position peaked at $319K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • ORG Wealth Partners held 3,747 shares of AT&T worth $77.6K as of Q2 2026.
  • ORG Wealth Partners sold 7,273 AT&T shares in Q2 2026, an estimated $181K.
  • AT&T made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #309 holding.
  • ORG Wealth Partners first reported a position in AT&T in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's AT&T position peaked at $319K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.