United Asset Strategies’s AT&T T Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$424K Buy
20,460
+2,569
+14% +$63.8K 0.03% 216
2026
Q1
$519K Buy
17,891
+18
+0.1% +$481 0.04% 198
2025
Q4
$444K Sell
17,873
-2,132
-11% -$54K 0.03% 199
2025
Q3
$565K Sell
20,005
-2,045
-9% -$58.1K 0.05% 188
2025
Q2
$638K Sell
22,050
-453
-2% -$12.5K 0.05% 176
2025
Q1
$636K Buy
22,503
+11,532
+105% +$290K 0.06% 175
2024
Q4
$250K Sell
10,971
-2,152
-16% -$48.4K 0.02% 217
2024
Q3
$289K Buy
13,123
+1,961
+18% +$39K 0.03% 206
2024
Q2
$213K Sell
11,162
-958
-8% -$16.7K 0.02% 217
2024
Q1
$213K Sell
12,120
-3,519
-23% -$60.1K 0.02% 223
2023
Q4
$262K Buy
15,639
+2,495
+19% +$39.4K 0.03% 207
2023
Q3
$197K Sell
13,144
-20,722
-61% -$304K 0.03% 222
2023
Q2
$540K Buy
33,866
+72
+0.2% +$1.23K 0.07% 169
2023
Q1
$651K Sell
33,794
-5,832
-15% -$111K 0.09% 159
2022
Q4
$730K Buy
39,626
+2,357
+6% +$42.2K 0.1% 151
2022
Q3
$572K Sell
37,269
-732
-2% -$13.3K 0.09% 142
2022
Q2
$796K Buy
38,001
+19,184
+102% +$383K 0.12% 136
2022
Q1
$336K Sell
18,817
-406
-2% -$7.51K 0.04% 174
2021
Q4
$357K Sell
19,223
-151,039
-89% -$2.82M 0.04% 171
2021
Q3
$3.47M Buy
170,262
+4,007
+2% +$84.2K 0.45% 61
2021
Q2
$3.61M Sell
166,255
-8,455
-5% -$192K 0.48% 60
2021
Q1
$3.99M Buy
174,710
+4,989
+3% +$110K 0.58% 56
2020
Q4
$3.69M Buy
169,721
+4,891
+3% +$105K 0.58% 53
2020
Q3
$3.55M Buy
164,830
+4,721
+3% +$106K 0.65% 48
2020
Q2
$3.66M Buy
160,109
+2,296
+1% +$52.3K 0.72% 47
2020
Q1
$3.48M Buy
157,813
+15,488
+11% +$423K 0.86% 39
2019
Q4
$4.2M Buy
142,325
+19,114
+16% +$552K 0.82% 45
2019
Q3
$3.52M Buy
123,211
+7,361
+6% +$195K 0.77% 46
2019
Q2
$2.93M Buy
115,850
+15,161
+15% +$364K 0.67% 50
2019
Q1
$2.38M Buy
100,689
+9,145
+10% +$210K 0.56% 56
2018
Q4
$1.97M Buy
91,544
+19,029
+26% +$443K 0.54% 56
2018
Q3
$1.84M Buy
72,515
+4,647
+7% +$114K 0.43% 65
2018
Q2
$1.65M Buy
67,868
+12,482
+23% +$313K 0.44% 67
2018
Q1
$1.49M Buy
55,386
+1,375
+3% +$38.3K 0.44% 62
2017
Q4
$1.59M Buy
+54,011
New +$1.47M 0.43% 68
2017
Q3
Sell
-37,763
Closed -$1.08M 165
2017
Q2
$1.08M Sell
37,763
-556
-1% -$16.4K 0.32% 75
2017
Q1
$1.2M Sell
38,319
-854
-2% -$26.9K 0.37% 69
2016
Q4
$1.26M Sell
39,173
-4,927
-11% -$145K 0.41% 66
2016
Q3
$1.35M Sell
44,100
-7,569
-15% -$239K 0.47% 61
2016
Q2
$1.69M Sell
51,669
-1,553
-3% -$46.2K 0.63% 46
2016
Q1
$1.57M Buy
53,222
+204
+0.4% +$5.65K 0.7% 43
2015
Q4
$1.38M Buy
53,018
+2,060
+4% +$52.3K 0.6% 49
2015
Q3
$1.25M Buy
50,958
+3,773
+8% +$96.2K 0.58% 48
2015
Q2
$1.27M Sell
47,185
-1,003
-2% -$25.9K 0.57% 55
2015
Q1
$1.26M Sell
48,188
-27,491
-36% -$699K 0.58% 53
2014
Q4
$1.92M Buy
75,679
+100
+0.1% +$2.6K 0.82% 48
2014
Q3
$2.01M Sell
75,579
-6,187
-8% -$165K 0.9% 49
2014
Q2
$2.18M Sell
81,766
-7,699
-9% -$206K 1.06% 35
2014
Q1
$2.37M Buy
+89,465
New +$2.25M 1.34% 26
2013
Q4
Sell
-49,442
Closed -$1.26M 94
2013
Q3
$1.26M Buy
49,442
+7,086
+17% +$186K 0.8% 45
2013
Q2
$1.13M Buy
+42,356
New +$1.18M 0.75% 49

Other funds holding T

United Asset Strategies's T Position: Q2 2026 in Review

United Asset Strategies increased its AT&T (T) stake by 14% in Q2 2026, buying an estimated $63.8K and bringing the position to 20,460 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #216.

United Asset Strategies first reported a position in T in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.2M in Q4 2019. 1,275 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • United Asset Strategies held 20,460 shares of AT&T worth $424K as of Q2 2026.
  • United Asset Strategies bought 2,569 AT&T shares in Q2 2026, an estimated $63.8K.
  • AT&T made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #216 holding.
  • United Asset Strategies first reported a position in AT&T in Q2 2013 and has held it in 51 quarters since.
  • United Asset Strategies's AT&T position peaked at $4.2M in Q4 2019.
  • 1,275 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.