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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
2023
Q3 		– Sell
-9,000
Closed -$144K – 816
2023
Q2 		$144K Buy
+9,000
New +$153K 0.03% 442

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.