Shira Ridge Wealth Management’s AT&T T Stock Holding History

Shira Ridge 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	–	Sell	-8,923	Closed	-$259K	–	89
2026 Q1	$259K	Buy	8,923 +34	+0.4%	+$908	0.1%	65
2025 Q4	$221K	Sell	8,889 -1,612	-15%	-$40.8K	0.09%	74
2025 Q3	$297K	Buy	10,501 +314	+3%	+$8.92K	0.13%	68
2025 Q2	$295K	Sell	10,187 -524	-5%	-$14.4K	0.13%	65
2025 Q1	$303K	Buy	10,711 +244	+2%	+$6.14K	0.15%	60
2024 Q4	$238K	Buy	+10,467	New	+$236K	0.12%	68

Other funds holding T

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Shira Ridge Wealth Management's T Position: Q2 2026 in Review

Shira Ridge Wealth Management sold out of AT&T (T) in Q2 2026, closing a stake of 8,923 shares — an estimated $259K sold.

Shira Ridge Wealth Management first reported a position in T in Q4 2024 and held it in 6 quarters. The position peaked at $303K in Q1 2025. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.

Shira Ridge Wealth Management reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Shira Ridge Wealth Management sold 8,923 AT&T shares in Q2 2026, an estimated $259K.
Shira Ridge Wealth Management first reported a position in AT&T in Q4 2024 and held it in 6 quarters.
Shira Ridge Wealth Management's AT&T position peaked at $303K in Q1 2025.
1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.