UFPG
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United Financial Planning Group’s AT&T T Stock Holding History

United Financial Planning 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 		$16.7K Hold
806
– – 0.01% 189
2026
Q1 		$23.4K Buy
806
+273
+51% +$7.29K 0.01% 125
2025
Q4 		$13.2K Buy
533
+511
+2,323% +$12.9K 0.01% 174
2025
Q3 		$621 Buy
+22
New +$625 ﹤0.01% 203

Other funds holding T

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Financial Planning Group's T Position: Q2 2026 in Review

United Financial Planning Group held its AT&T (T) position steady in Q2 2026 at 806 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #189.

United Financial Planning Group first reported a position in T in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.4K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • United Financial Planning Group held 806 shares of AT&T worth $16.7K as of Q2 2026.
  • United Financial Planning Group left its AT&T share count unchanged in Q2 2026.
  • AT&T made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #189 holding.
  • United Financial Planning Group first reported a position in AT&T in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's AT&T position peaked at $23.4K in Q1 2026.
  • 2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.