Ruggaard & Associates’s AT&T T Stock Holding History

Ruggaard & Associates’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 Q4	–	Sell	-7,944	Closed	-$224K	–	128
2025 Q3	$224K	Sell	7,944 -18	-0.2%	-$511	0.08%	113
2025 Q2	$230K	Hold	7,962	–	–	0.09%	108
2025 Q1	$225K	Buy	+7,962	New	+$200K	0.1%	108
2024 Q3	–	Sell	-10,144	Closed	-$194K	–	118
2024 Q2	$194K	Buy	+10,144	New	+$176K	0.09%	113
2024 Q1	–	Sell	-11,602	Closed	-$195K	–	121
2023 Q4	$195K	Hold	11,602	–	–	0.1%	111
2023 Q3	$174K	Sell	11,602 -4,617	-28%	-$67.7K	0.1%	103
2023 Q2	$259K	Sell	16,219 -200	-1%	-$3.41K	0.15%	90
2023 Q1	$316K	Buy	+16,419	New	+$314K	0.2%	74

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ruggaard & Associates's T Position: Q4 2025 in Review

Ruggaard & Associates sold out of AT&T (T) in Q4 2025, closing a stake of 7,944 shares — an estimated $224K sold.

Ruggaard & Associates first reported a position in T in Q1 2023 and held it in 8 quarters. The position peaked at $316K in Q1 2023. 2,857 funds tracked by Wall St. Rank hold T as of Q4 2025.

Ruggaard & Associates reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
Ruggaard & Associates sold 7,944 AT&T shares in Q4 2025, an estimated $224K.
Ruggaard & Associates first reported a position in AT&T in Q1 2023 and held it in 8 quarters.
Ruggaard & Associates's AT&T position peaked at $316K in Q1 2023.
2,857 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Ruggaard & Associates's 13F filing for Q4 2025, filed 20 Feb 2026.