United Advisor Group’s AT&T T Stock Holding History

United Advisor 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 Q1	$1.33M	Buy	45,720 +591	+1%	+$15.8K	0.16%	151
2025 Q4	$1.12M	Buy	45,129 +443	+1%	+$11.2K	0.14%	166
2025 Q3	$1.26M	Buy	44,686 +7,330	+20%	+$208K	0.17%	138
2025 Q2	$1.08M	Buy	37,356 +1,810	+5%	+$49.9K	0.19%	130
2025 Q1	$1.01M	Buy	35,546 +846	+2%	+$21.3K	0.21%	116
2024 Q4	$790K	Sell	34,700 -674	-2%	-$15.2K	0.16%	150
2024 Q3	$778K	Buy	35,374 +6,402	+22%	+$127K	0.18%	128
2024 Q2	$554K	Buy	28,972 +402	+1%	+$6.99K	0.17%	124
2024 Q1	$503K	Buy	+28,570	New	+$488K	0.19%	114

Other funds holding T

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Advisor Group's T Position: Q1 2026 in Review

United Advisor Group increased its AT&T (T) stake by 1.3% in Q1 2026, buying an estimated $15.8K and bringing the position to 45,720 shares worth $1.33M. The position accounts for 0.16% of the portfolio, ranked #151.

United Advisor Group first reported a position in T in Q1 2024 and has held it in 9 quarters since. 2,963 funds tracked by Wall St. Rank hold T as of Q1 2026.

United Advisor Group held 45,720 shares of AT&T worth $1.33M as of Q1 2026.
United Advisor Group bought 591 AT&T shares in Q1 2026, an estimated $15.8K.
AT&T made up 0.16% of United Advisor Group's portfolio in Q1 2026, its #151 holding.
United Advisor Group first reported a position in AT&T in Q1 2024 and has held it in 9 quarters since.
2,963 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.