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

Triad 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 		$917K Buy
38,871
+1,712
+5% +$42.5K 0.05% 216
2026
Q1 		$1.08M Sell
37,159
-666
-2% -$17.8K 0.09% 160
2025
Q4 		$940K Buy
37,825
+5,194
+16% +$131K 0.09% 167
2025
Q3 		$922K Buy
32,631
+11,370
+53% +$323K 0.12% 123
2025
Q2 		$615K Buy
21,261
+985
+5% +$27.1K 0.12% 129
2025
Q1 		$573K Buy
20,276
+904
+5% +$22.7K 0.18% 94
2024
Q4 		$441K Buy
19,372
+8,887
+85% +$200K 0.16% 100
2024
Q3 		$231K Sell
10,485
-1,209
-10% -$24.1K 0.12% 47
2024
Q2 		$223K Buy
+11,694
New +$203K 0.12% 87

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

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

Triad Wealth Partners increased its AT&T (T) stake by 4.6% in Q2 2026, buying an estimated $42.5K and bringing the position to 38,871 shares worth $917K. The position accounts for 0.05% of the portfolio, ranked #216.

Triad Wealth Partners first reported a position in T in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q1 2026. 2,690 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Triad Wealth Partners held 38,871 shares of AT&T worth $917K as of Q2 2026.
  • Triad Wealth Partners bought 1,712 AT&T shares in Q2 2026, an estimated $42.5K.
  • AT&T made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #216 holding.
  • Triad Wealth Partners first reported a position in AT&T in Q2 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's AT&T position peaked at $1.08M in Q1 2026.
  • 2,690 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.