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Pasadena Private Wealth’s AT&T T Stock Holding History

Pasadena Private Wealth’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 		– Sell
-6,973
Closed -$173K – 323
2026
Q1 		$202K Sell
6,973
-5,451
-44% -$146K 0.03% 216
2025
Q4 		$309K Hold
12,424
– – 0.04% 175
2025
Q3 		$351K Buy
+12,424
New +$353K 0.05% 147
2023
Q2 		– Sell
-12,650
Closed -$244K – 125
2023
Q1 		$244K Sell
12,650
-1,784
-12% -$34.1K 0.07% 81
2022
Q4 		$266K Buy
14,434
+716
+5% +$12.8K 0.08% 76
2022
Q3 		$210K Buy
13,718
+84
+0.6% +$1.53K 0.07% 78
2022
Q2 		$286K Sell
13,634
-4,800
-26% -$95.7K 0.1% 62
2022
Q1 		$329K Buy
18,434
+12,239
+198% +$226K 0.11% 62
2021
Q4 		$115K Buy
6,195
+86
+1% +$1.61K 0.04% 104
2021
Q3 		$125K Buy
6,109
+99
+2% +$2.08K 0.04% 85
2021
Q2 		$131K Buy
6,010
+133
+2% +$3.02K 0.04% 82
2021
Q1 		$134K Hold
5,877
– – 0.05% 79
2020
Q4 		$128K Sell
5,877
-1,059
-15% -$22.8K 0.05% 74
2020
Q3 		$149K Sell
6,936
-13,370
-66% -$299K 0.06% 69
2020
Q2 		$464K Buy
20,306
+5,097
+34% +$116K 0.18% 43
2020
Q1 		$343K Sell
15,209
-7,539
-33% -$206K 0.14% 50
2019
Q4 		$671K Sell
22,748
-132
-0.6% -$3.81K 0.29% 31
2019
Q3 		$654K Hold
22,880
– – 0.3% 25
2019
Q2 		$579K Buy
22,880
+3,183
+16% +$76.3K 0.27% 28
2019
Q1 		$467K Buy
+19,697
New +$453K 0.51% 19

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

Pasadena Private Wealth's T Position: Q2 2026 in Review

Pasadena Private Wealth sold out of AT&T (T) in Q2 2026, closing a stake of 6,973 shares — an estimated $173K sold.

Pasadena Private Wealth first reported a position in T in Q1 2019 and held it in 20 quarters. The position peaked at $671K in Q4 2019. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Pasadena Private Wealth reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Pasadena Private Wealth sold 6,973 AT&T shares in Q2 2026, an estimated $173K.
  • Pasadena Private Wealth first reported a position in AT&T in Q1 2019 and held it in 20 quarters.
  • Pasadena Private Wealth's AT&T position peaked at $671K in Q4 2019.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.