Sierra Ocean’s AT&T T Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-4,124	Closed	-$119K	–	843
2025 Q2	$119K	Buy	4,124 +574	+16%	+$15.8K	0.09%	94
2025 Q1	$100K	Buy	3,550 +408	+13%	+$10.3K	0.08%	98
2024 Q4	$71.5K	Buy	+3,142	New	+$70.7K	0.06%	127

Other funds holding T

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sierra Ocean's T Position: Q3 2025 in Review

Sierra Ocean sold out of AT&T (T) in Q3 2025, closing a stake of 4,124 shares — an estimated $119K sold.

Sierra Ocean first reported a position in T in Q4 2024 and held it in 3 quarters. The position peaked at $119K in Q2 2025. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

Sierra Ocean reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 4,124 AT&T shares in Q3 2025, an estimated $119K.
Sierra Ocean first reported a position in AT&T in Q4 2024 and held it in 3 quarters.
Sierra Ocean's AT&T position peaked at $119K in Q2 2025.
2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.