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 Q3	$1.21M	Sell	49,769 -2,264	-4%	-$54.6K	0.12%	193
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

United Advisor Group's T Position: Q3 2026 in Review

United Advisor Group reduced its AT&T (T) stake by 4.4% in Q3 2026, selling an estimated $54.6K and leaving 49,769 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #193.

United Advisor Group first reported a position in T in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.33M in Q1 2026. 1,694 funds tracked by Wall St. Rank hold T as of Q3 2026.

United Advisor Group held 49,769 shares of AT&T worth $1.21M as of Q3 2026.
United Advisor Group sold 2,264 AT&T shares in Q3 2026, an estimated $54.6K.
AT&T made up 0.12% of United Advisor Group's portfolio in Q3 2026, its #193 holding.
United Advisor Group first reported a position in AT&T in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's AT&T position peaked at $1.33M in Q1 2026.
1,694 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.