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Schneider Downs Wealth Management Advisors’s AT&T T Stock Holding History

Schneider Downs Wealth Management 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
2025
Q2 		– Sell
-9,641
Closed -$273K – 153
2025
Q1 		$273K Buy
9,641
+29
+0.3% +$729 0.05% 119
2024
Q4 		$219K Hold
9,612
– – 0.04% 129
2024
Q3 		$211K Buy
+9,612
New +$191K 0.04% 134
2024
Q2 		– Sell
-10,812
Closed -$190K – 138
2024
Q1 		$190K Buy
10,812
+380
+4% +$6.49K 0.04% 132
2023
Q4 		$175K Buy
+10,432
New +$165K 0.05% 116
2019
Q3 		– Sell
-13,240
Closed -$335K – 75
2019
Q2 		$335K Hold
13,240
– – 0.12% 47
2019
Q1 		$314K Hold
13,240
– – 0.12% 46
2018
Q4 		$285K Sell
13,240
-2,354
-15% -$54.8K 0.12% 43
2018
Q3 		$396K Buy
15,594
+253
+2% +$6.2K 0.25% 33
2018
Q2 		$372K Buy
15,341
+1,721
+13% +$43.2K 0.25% 31
2018
Q1 		$367K Hold
13,620
– – 0.21% 32
2017
Q4 		$400K Hold
13,620
– – 0.23% 27
2017
Q3 		$403K Sell
13,620
-2,294
-14% -$65.1K 0.26% 25
2017
Q2 		$454K Buy
15,914
+1,337
+9% +$39.4K 0.3% 22
2017
Q1 		$457K Buy
14,577
+794
+6% +$25K 0.31% 25
2016
Q4 		$443K Sell
13,783
-1,034
-7% -$30.5K 0.3% 22
2016
Q3 		$454K Buy
14,817
+1,034
+8% +$32.7K 0.29% 20
2016
Q2 		$450K Sell
13,783
-551
-4% -$16.4K 0.3% 19
2016
Q1 		$424K Buy
14,334
+551
+4% +$15.3K 0.3% 16
2015
Q4 		$358K Buy
+13,783
New +$350K 0.41% 19

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Schneider Downs Wealth Management Advisors's T Position: Q2 2025 in Review

Schneider Downs Wealth Management Advisors sold out of AT&T (T) in Q2 2025, closing a stake of 9,641 shares — an estimated $273K sold.

Schneider Downs Wealth Management Advisors first reported a position in T in Q4 2015 and held it in 20 quarters. The position peaked at $457K in Q1 2017. 2,884 funds tracked by Wall St. Rank hold T as of Q2 2025.

  • Schneider Downs Wealth Management Advisors reported no remaining AT&T position as of Q2 2025 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 9,641 AT&T shares in Q2 2025, an estimated $273K.
  • Schneider Downs Wealth Management Advisors first reported a position in AT&T in Q4 2015 and held it in 20 quarters.
  • Schneider Downs Wealth Management Advisors's AT&T position peaked at $457K in Q1 2017.
  • 2,884 funds tracked by Wall St. Rank held AT&T as of Q2 2025.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.