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Ullmann Wealth Partners Group’s AT&T T Stock Holding History

Ullmann Wealth Partners Group’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
-7,576
Closed -$220K – 178
2026
Q1 		$220K Sell
7,576
-3,564
-32% -$95.2K 0.02% 147
2025
Q4 		$276K Buy
11,140
+38
+0.3% +$962 0.03% 130
2025
Q3 		$314K Buy
11,102
+1,329
+14% +$37.7K 0.03% 123
2025
Q2 		$283K Buy
9,773
+220
+2% +$6.06K 0.03% 125
2025
Q1 		$270K Buy
+9,553
New +$240K 0.04% 121
2021
Q2 		– Sell
-10,564
Closed -$242K – 85
2021
Q1 		$242K Hold
10,564
– – 0.11% 71
2020
Q4 		$229K Buy
+10,564
New +$228K 0.11% 64
2020
Q3 		– Sell
-8,930
Closed -$204K – 70
2020
Q2 		$204K Sell
8,930
-531
-6% -$12.1K 0.13% 64
2020
Q1 		$208K Buy
9,461
+660
+7% +$18K 0.16% 52
2019
Q4 		$260K Buy
8,801
+41
+0.5% +$1.18K 0.16% 57
2019
Q3 		$250K Buy
8,760
+689
+9% +$18.3K 0.15% 54
2019
Q2 		$204K Sell
8,071
-771
-9% -$18.5K 0.13% 65
2019
Q1 		$209K Buy
+8,842
New +$203K 0.13% 64
2017
Q3 		– Sell
-3,219
Closed -$91K – 123
2017
Q2 		$91K Hold
3,219
– – 0.07% 76
2017
Q1 		$101K Buy
+3,219
New +$101K 0.08% 65

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

Ullmann Wealth Partners Group's T Position: Q2 2026 in Review

Ullmann Wealth Partners Group sold out of AT&T (T) in Q2 2026, closing a stake of 7,576 shares — an estimated $220K sold.

Ullmann Wealth Partners Group first reported a position in T in Q1 2017 and held it in 15 quarters. The position peaked at $314K in Q3 2025. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Ullmann Wealth Partners Group reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 7,576 AT&T shares in Q2 2026, an estimated $220K.
  • Ullmann Wealth Partners Group first reported a position in AT&T in Q1 2017 and held it in 15 quarters.
  • Ullmann Wealth Partners Group's AT&T position peaked at $314K in Q3 2025.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

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