TWD
T icon

True Wealth Design’s AT&T T Stock Holding History

True Wealth Design’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 		$36K Buy
1,741
+40
+2% +$993 0.01% 607
2026
Q1 		$49.3K Sell
1,701
-1,394
-45% -$37.2K 0.01% 409
2025
Q4 		$76.9K Sell
3,095
-2,800
-47% -$70.9K 0.02% 229
2025
Q3 		$166K Buy
5,895
+215
+4% +$6.11K 0.05% 88
2025
Q2 		$164K Buy
5,680
+91
+2% +$2.51K 0.06% 65
2025
Q1 		$158K Sell
5,589
-18
-0.3% -$453 0.06% 46
2024
Q4 		$128K Buy
5,607
+87
+2% +$1.96K 0.05% 47
2024
Q3 		$121K Buy
5,520
+5,249
+1,937% +$104K 0.05% 48
2024
Q2 		$5.18K Buy
271
+64
+31% +$1.11K ﹤0.01% 280
2024
Q1 		$3.64K Sell
207
-116
-36% -$1.98K ﹤0.01% 297
2023
Q4 		$5.42K Buy
323
+195
+152% +$3.08K ﹤0.01% 262
2023
Q3 		$1.92K Buy
128
+6
+5% +$88 ﹤0.01% 268
2023
Q2 		$1.95K Sell
122
-426
-78% -$7.26K ﹤0.01% 277
2023
Q1 		$10.6K Buy
548
+169
+45% +$3.23K ﹤0.01% 238
2022
Q4 		$6.98K Buy
+379
New +$6.78K ﹤0.01% 235

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

True Wealth Design's T Position: Q2 2026 in Review

True Wealth Design increased its AT&T (T) stake by 2.4% in Q2 2026, buying an estimated $993 and bringing the position to 1,741 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #607.

True Wealth Design first reported a position in T in Q4 2022 and has held it in 15 quarters since. The position peaked at $166K in Q3 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • True Wealth Design held 1,741 shares of AT&T worth $36K as of Q2 2026.
  • True Wealth Design bought 40 AT&T shares in Q2 2026, an estimated $993.
  • AT&T made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #607 holding.
  • True Wealth Design first reported a position in AT&T in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's AT&T position peaked at $166K in Q3 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.