Unique Wealth Strategies’s AT&T T Stock Holding History

Unique Wealth Strategies’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 Q4	–	Sell	-22,393	Closed	-$632K	–	263
2025 Q3	$632K	Buy	22,393 +313	+1%	+$8.89K	0.25%	124
2025 Q2	$639K	Sell	22,080 -2,235	-9%	-$61.6K	0.27%	100
2025 Q1	$688K	Sell	24,315 -1,900	-7%	-$47.8K	0.31%	73
2024 Q4	$597K	Buy	26,215 +1,135	+5%	+$25.5K	0.26%	94
2024 Q3	$552K	Buy	25,080 +24,665	+5,943%	+$491K	0.23%	108
2024 Q2	$7.3K	Buy	+415	New	+$7.22K	﹤0.01%	355

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

Norges Bank Oslo, Norway $935B AUM

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

Unique Wealth Strategies's T Position: Q4 2025 in Review

Unique Wealth Strategies sold out of AT&T (T) in Q4 2025, closing a stake of 22,393 shares — an estimated $632K sold.

Unique Wealth Strategies first reported a position in T in Q2 2024 and held it in 6 quarters. The position peaked at $688K in Q1 2025. 2,851 funds tracked by Wall St. Rank hold T as of Q4 2025.

Unique Wealth Strategies reported no remaining AT&T position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 22,393 AT&T shares in Q4 2025, an estimated $632K.
Unique Wealth Strategies first reported a position in AT&T in Q2 2024 and held it in 6 quarters.
Unique Wealth Strategies's AT&T position peaked at $688K in Q1 2025.
2,851 funds tracked by Wall St. Rank held AT&T as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.