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Realta Investment Advisors’s AT&T T Stock Holding History

Realta Investment Advisors’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 		$213K Sell
10,307
-4,747
-32% -$118K 0.07% 205
2026
Q1 		$436K Sell
15,054
-230
-2% -$6.14K 0.15% 136
2025
Q4 		$380K Sell
15,284
-1,970
-11% -$49.9K 0.12% 146
2025
Q3 		$487K Sell
17,254
-1,458
-8% -$41.4K 0.16% 124
2025
Q2 		$542K Sell
18,712
-4,932
-21% -$136K 0.21% 98
2025
Q1 		$669K Sell
23,644
-2,268
-9% -$57K 0.3% 80
2024
Q4 		$587K Sell
25,912
-278
-1% -$6.26K 0.24% 88
2024
Q3 		$557K Sell
26,190
-19,378
-43% -$386K 0.26% 99
2024
Q2 		$871K Sell
45,568
-8,474
-16% -$147K 0.17% 134
2024
Q1 		$951K Sell
54,042
-745
-1% -$12.7K 0.2% 125
2023
Q4 		$919K Sell
54,787
-28,926
-35% -$457K 0.21% 125
2023
Q3 		$1.34M Sell
83,713
-7,005
-8% -$103K 0.31% 70
2023
Q2 		$1.45M Sell
90,718
-14,203
-14% -$242K 0.32% 68
2023
Q1 		$2.02M Sell
104,921
-10,077
-9% -$193K 0.49% 43
2022
Q4 		$2.12M Buy
114,998
+13,011
+13% +$233K 0.52% 40
2022
Q3 		$1.56M Buy
101,987
+1,927
+2% +$35.1K 0.41% 50
2022
Q2 		$2.13M Sell
100,060
-11,921
-11% -$238K 0.52% 34
2022
Q1 		$2M Sell
111,981
-2,052
-2% -$38K 0.4% 54
2021
Q4 		$2.12M Buy
114,033
+3,180
+3% +$59.4K 0.47% 46
2021
Q3 		$2.26M Sell
110,853
-7,596
-6% -$160K 0.53% 36
2021
Q2 		$2.58M Sell
118,449
-19,774
-14% -$450K 0.61% 33
2021
Q1 		$3.16M Buy
138,223
+17,081
+14% +$378K 0.83% 19
2020
Q4 		$2.63M Buy
121,142
+10,208
+9% +$220K 0.74% 21
2020
Q3 		$2.39M Buy
110,934
+15,771
+17% +$352K 0.8% 19
2020
Q2 		$2.17M Buy
95,163
+2,073
+2% +$47.2K 0.71% 23
2020
Q1 		$2.05M Sell
93,090
-20,856
-18% -$570K 0.88% 20
2019
Q4 		$3.21M Buy
113,946
+2,828
+3% +$81.7K 0.88% 13
2019
Q3 		$3.2M Sell
111,118
-4,410
-4% -$117K 0.87% 15
2019
Q2 		$2.92M Buy
115,528
+38,136
+49% +$915K 0.81% 18
2019
Q1 		$1.82M Buy
+77,392
New +$1.78M 0.83% 9

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Realta Investment Advisors's T Position: Q2 2026 in Review

Realta Investment Advisors reduced its AT&T (T) stake by 32% in Q2 2026, selling an estimated $118K and leaving 10,307 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #205.

Realta Investment Advisors first reported a position in T in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.21M in Q4 2019. 1,353 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Realta Investment Advisors held 10,307 shares of AT&T worth $213K as of Q2 2026.
  • Realta Investment Advisors sold 4,747 AT&T shares in Q2 2026, an estimated $118K.
  • AT&T made up 0.07% of Realta Investment Advisors's portfolio in Q2 2026, its #205 holding.
  • Realta Investment Advisors first reported a position in AT&T in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's AT&T position peaked at $3.21M in Q4 2019.
  • 1,353 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.