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 Q2	$1.08M	Buy	52,033 +6,313	+14%	+$157K	0.11%	206
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

United Advisor Group's T Position: Q2 2026 in Review

United Advisor Group increased its AT&T (T) stake by 14% in Q2 2026, buying an estimated $157K and bringing the position to 52,033 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #206.

United Advisor Group first reported a position in T in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2026. 2,687 funds tracked by Wall St. Rank hold T as of Q2 2026.

United Advisor Group held 52,033 shares of AT&T worth $1.08M as of Q2 2026.
United Advisor Group bought 6,313 AT&T shares in Q2 2026, an estimated $157K.
AT&T made up 0.11% of United Advisor Group's portfolio in Q2 2026, its #206 holding.
United Advisor Group first reported a position in AT&T in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's AT&T position peaked at $1.33M in Q1 2026.
2,687 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.