TWA
T icon

Trace Wealth Advisors’s AT&T T Stock Holding History

Trace Wealth 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
2026
Q2 		– Sell
-7,370
Closed -$214K – 71
2026
Q1 		$214K Buy
+7,370
New +$197K 0.16% 60
2025
Q4 		– Sell
-8,264
Closed -$233K – 72
2025
Q3 		$233K Buy
8,264
+9
+0.1% +$256 0.17% 60
2025
Q2 		$239K Buy
8,255
+9
+0.1% +$248 0.2% 51
2025
Q1 		$233K Buy
+8,246
New +$207K 0.21% 53

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

Trace Wealth Advisors's T Position: Q2 2026 in Review

Trace Wealth Advisors sold out of AT&T (T) in Q2 2026, closing a stake of 7,370 shares — an estimated $214K sold.

Trace Wealth Advisors first reported a position in T in Q1 2025 and held it in 4 quarters. The position peaked at $239K in Q2 2025. 2,684 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Trace Wealth Advisors reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Trace Wealth Advisors sold 7,370 AT&T shares in Q2 2026, an estimated $214K.
  • Trace Wealth Advisors first reported a position in AT&T in Q1 2025 and held it in 4 quarters.
  • Trace Wealth Advisors's AT&T position peaked at $239K in Q2 2025.
  • 2,684 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.