SWP
T icon

ShoreHaven Wealth Partners’s AT&T T Stock Holding History

ShoreHaven Wealth Partners’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
-7,217
Closed -$209K – 113
2026
Q1 		$209K Sell
7,217
-1,763
-20% -$47.1K 0.08% 101
2025
Q4 		$223K Buy
8,980
+42
+0.5% +$1.06K 0.08% 97
2025
Q3 		$252K Buy
8,938
+7
+0.1% +$199 0.09% 90
2025
Q2 		$258K Buy
8,931
+38
+0.4% +$1.05K 0.11% 82
2025
Q1 		$252K Buy
8,893
+42
+0.5% +$1.06K 0.12% 81
2024
Q4 		$202K Sell
8,851
-5,923
-40% -$133K 0.1% 86
2024
Q3 		$325K Sell
14,774
-509
-3% -$10.1K 0.16% 66
2024
Q2 		$292K Buy
15,283
+161
+1% +$2.8K 0.15% 68
2024
Q1 		$266K Sell
15,122
-3,270
-18% -$55.8K 0.15% 73
2023
Q4 		$309K Buy
18,392
+236
+1% +$3.73K 0.19% 62
2023
Q3 		$273K Sell
18,156
-251
-1% -$3.68K 0.19% 60
2023
Q2 		$294K Sell
18,407
-528
-3% -$8.99K 0.2% 57
2023
Q1 		$364K Buy
18,935
+181
+1% +$3.46K 0.26% 52
2022
Q4 		$345K Buy
18,754
+194
+1% +$3.47K 0.24% 63
2022
Q3 		$284K Buy
18,560
+190
+1% +$3.46K 0.22% 57
2022
Q2 		$385K Sell
18,370
-6,195
-25% -$124K 0.28% 55
2022
Q1 		$438K Buy
24,565
+87
+0.4% +$1.61K 0.23% 48
2021
Q4 		$454K Sell
24,478
-2,050
-8% -$38.3K 0.22% 34
2021
Q3 		$541K Buy
26,528
+296
+1% +$6.22K 0.28% 32
2021
Q2 		$570K Sell
26,232
-433
-2% -$9.85K 0.31% 34
2021
Q1 		$610K Buy
26,665
+2,295
+9% +$50.7K 0.33% 36
2020
Q4 		$529K Buy
+24,370
New +$526K 0.3% 37

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ShoreHaven Wealth Partners's T Position: Q2 2026 in Review

ShoreHaven Wealth Partners sold out of AT&T (T) in Q2 2026, closing a stake of 7,217 shares — an estimated $209K sold.

ShoreHaven Wealth Partners first reported a position in T in Q4 2020 and held it in 22 quarters. The position peaked at $610K in Q1 2021. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • ShoreHaven Wealth Partners reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 7,217 AT&T shares in Q2 2026, an estimated $209K.
  • ShoreHaven Wealth Partners first reported a position in AT&T in Q4 2020 and held it in 22 quarters.
  • ShoreHaven Wealth Partners's AT&T position peaked at $610K in Q1 2021.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.