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Orion Portfolio Solutions’s AT&T T Stock Holding History

Orion Portfolio Solutions’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
Q1 		$12.8M Buy
450,893
+127,805
+40% +$3.21M 0.13% 142
2024
Q4 		$7.36M Buy
323,088
+11,687
+4% +$263K 0.07% 245
2024
Q3 		$6.85M Sell
311,401
-17,436
-5% -$347K 0.07% 272
2024
Q2 		$6.28M Buy
328,837
+638
+0.2% +$11.1K 0.07% 269
2024
Q1 		$5.78M Buy
328,199
+12,591
+4% +$215K 0.06% 296
2023
Q4 		$5.47M Sell
315,608
-1,693
-0.5% -$26.7K 0.06% 290
2023
Q3 		$4.77M Sell
317,301
-137,199
-30% -$2.01M 0.06% 311
2023
Q2 		$7.25M Sell
454,500
-4,894
-1% -$83.4K 0.08% 251
2023
Q1 		$8.84M Buy
459,394
+346,592
+307% +$6.62M 0.11% 174
2022
Q4 		$2.08M Buy
112,802
+30,482
+37% +$546K 0.07% 190
2022
Q3 		$1.26M Buy
82,320
+21,047
+34% +$383K 0.05% 217
2022
Q2 		$1.28M Sell
61,273
-20,295
-25% -$405K 0.05% 208
2022
Q1 		$1.46M Buy
81,568
+6,332
+8% +$117K 0.05% 210
2021
Q4 		$1.4M Sell
75,236
-5,797
-7% -$108K 0.05% 222
2021
Q3 		$1.65M Buy
81,033
+11,833
+17% +$249K 0.06% 184
2021
Q2 		$1.5M Buy
69,200
+1,556
+2% +$35.4K 0.06% 175
2021
Q1 		$1.55M Buy
67,644
+3,979
+6% +$88K 0.07% 152
2020
Q4 		$1.38M Sell
63,665
-3,419
-5% -$73.7K 0.06% 166
2020
Q3 		$1.45M Sell
67,084
-7,706
-10% -$172K 0.08% 142
2020
Q2 		$1.71M Buy
74,790
+1,317
+2% +$30K 0.09% 113
2020
Q1 		$1.62M Sell
73,473
-15,966
-18% -$436K 0.11% 92
2019
Q4 		$2.64M Buy
+89,439
New +$2.58M 0.21% 74

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Orion Portfolio Solutions's T Position: Q1 2025 in Review

Orion Portfolio Solutions increased its AT&T (T) stake by 40% in Q1 2025, buying an estimated $3.21M and bringing the position to 450,893 shares worth $12.8M. The position accounts for 0.13% of the portfolio, ranked #142.

Orion Portfolio Solutions first reported a position in T in Q4 2019 and has held it in 22 quarters since. 2,865 funds tracked by Wall St. Rank hold T as of Q1 2025.

  • Orion Portfolio Solutions held 450,893 shares of AT&T worth $12.8M as of Q1 2025.
  • Orion Portfolio Solutions bought 127,805 AT&T shares in Q1 2025, an estimated $3.21M.
  • AT&T made up 0.13% of Orion Portfolio Solutions's portfolio in Q1 2025, its #142 holding.
  • Orion Portfolio Solutions first reported a position in AT&T in Q4 2019 and has held it in 22 quarters since.
  • 2,865 funds tracked by Wall St. Rank held AT&T as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.