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Robertson Stephens Wealth Management’s AT&T T Stock Holding History

Robertson Stephens Wealth Management’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 		$267K Sell
12,900
-4,077
-24% -$101K 0.01% 551
2026
Q1 		$492K Sell
16,977
-457
-3% -$12.2K 0.01% 424
2025
Q4 		$433K Sell
17,434
-1,394
-7% -$35.3K 0.01% 458
2025
Q3 		$532K Buy
18,828
+2,509
+15% +$71.2K 0.02% 341
2025
Q2 		$472K Sell
16,319
-2,689
-14% -$74.1K 0.02% 374
2025
Q1 		$538K Sell
19,008
-4,121
-18% -$104K 0.02% 358
2024
Q4 		$527K Sell
23,129
-2,060
-8% -$46.4K 0.02% 350
2024
Q3 		$554K Sell
25,189
-2,015
-7% -$40.1K 0.02% 390
2024
Q2 		$520K Buy
27,204
+4,191
+18% +$72.9K 0.03% 326
2024
Q1 		$405K Sell
23,013
-4,930
-18% -$84.2K 0.02% 380
2023
Q4 		$469K Sell
27,943
-2,901
-9% -$45.8K 0.03% 318
2023
Q3 		$463K Sell
30,844
-1,331
-4% -$19.5K 0.03% 316
2023
Q2 		$513K Sell
32,175
-8,715
-21% -$148K 0.04% 271
2023
Q1 		$787K Buy
40,890
+5,800
+17% +$111K 0.06% 228
2022
Q4 		$646K Sell
35,090
-31,219
-47% -$559K 0.06% 228
2022
Q3 		$1.02M Sell
66,309
-32,795
-33% -$597K 0.11% 153
2022
Q2 		$2.08M Sell
99,104
-8,779
-8% -$175K 0.2% 101
2022
Q1 		$1.93M Buy
107,883
+25
+0% +$463 0.16% 114
2021
Q4 		$2M Sell
107,858
-16,113
-13% -$301K 0.17% 112
2021
Q3 		$2.53M Buy
123,971
+4,506
+4% +$94.7K 0.29% 63
2021
Q2 		$2.6M Buy
119,465
+7,631
+7% +$174K 0.31% 59
2021
Q1 		$2.56M Buy
111,834
+42,719
+62% +$945K 0.41% 50
2020
Q4 		$1.5M Buy
69,115
+31,970
+86% +$689K 0.31% 62
2020
Q3 		$799K Buy
+37,145
New +$830K 0.2% 96
2020
Q2 		– Sell
-15,299
Closed -$337K – 214
2020
Q1 		$337K Buy
+15,299
New +$418K 0.12% 125

Other funds holding T

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robertson Stephens Wealth Management's T Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its AT&T (T) stake by 24% in Q2 2026, selling an estimated $101K and leaving 12,900 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #551.

Robertson Stephens Wealth Management first reported a position in T in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.6M in Q2 2021. 1,231 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Robertson Stephens Wealth Management held 12,900 shares of AT&T worth $267K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 4,077 AT&T shares in Q2 2026, an estimated $101K.
  • AT&T made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #551 holding.
  • Robertson Stephens Wealth Management first reported a position in AT&T in Q1 2020 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's AT&T position peaked at $2.6M in Q2 2021.
  • 1,231 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.