UF
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Univest Financial’s AT&T T Stock Holding History

Univest Financial’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 		$468K Sell
16,145
-364
-2% -$9.72K 0.03% 198
2025
Q4 		$410K Sell
16,509
-2,841
-15% -$71.9K 0.02% 210
2025
Q3 		$546K Buy
19,350
+2,021
+12% +$57.4K 0.03% 184
2025
Q2 		$501K Sell
17,329
-43
-0.2% -$1.19K 0.03% 187
2025
Q1 		$491K Buy
17,372
+5,465
+46% +$137K 0.03% 200
2024
Q4 		$271K Sell
11,907
-337
-3% -$7.58K 0.02% 247
2024
Q3 		$269K Sell
12,244
-1,469
-11% -$29.2K 0.02% 248
2024
Q2 		$262K Buy
13,713
+1,567
+13% +$27.2K 0.07% 115
2024
Q1 		$214K Sell
12,146
-1,106
-8% -$18.9K 0.06% 124
2023
Q4 		$222K Buy
13,252
+1,106
+9% +$17.5K 0.07% 112
2023
Q3 		$182K Hold
12,146
– – 0.06% 107
2023
Q2 		$194K Hold
12,146
– – 0.06% 118
2023
Q1 		$234K Hold
12,146
– – 0.07% 92
2022
Q4 		$224K Hold
12,146
– – 0.07% 99
2022
Q3 		$186K Hold
12,146
– – 0.06% 100
2022
Q2 		$254K Sell
12,146
-4,110
-25% -$82K 0.08% 91
2022
Q1 		$290K Sell
16,256
-6,775
-29% -$125K 0.08% 89
2021
Q4 		$428K Buy
23,031
+212
+0.9% +$3.96K 0.11% 73
2021
Q3 		$466K Buy
22,819
+6,338
+38% +$133K 0.13% 66
2021
Q2 		$358K Hold
16,481
– – 0.1% 86
2021
Q1 		$377K Buy
16,481
+3,248
+25% +$71.8K 0.11% 78
2020
Q4 		$288K Hold
13,233
– – 0.08% 93
2020
Q3 		$285K Sell
13,233
-702
-5% -$15.7K 0.09% 86
2020
Q2 		$318K Sell
13,935
-1,167
-8% -$26.6K 0.1% 83
2020
Q1 		$332K Sell
15,102
-102,611
-87% -$2.8M 0.13% 84
2019
Q4 		$3.78M Buy
117,713
+103,226
+713% +$2.98M 1.6% 16
2019
Q3 		$414K Sell
14,487
-14,734
-50% -$390K 0.13% 80
2019
Q2 		$740K Sell
29,221
-7,848
-21% -$188K 0.23% 63
2019
Q1 		$878K Buy
37,069
+2,747
+8% +$63.2K 0.29% 59
2018
Q4 		$740K Buy
+34,322
New +$799K 0.27% 67
2017
Q1 		– Sell
-117,713
Closed -$3.78M – 102
2016
Q4 		$3.78M Sell
117,713
-966
-0.8% -$28.5K 1.6% 16
2016
Q3 		$3.64M Sell
118,679
-2,046
-2% -$64.7K 1.65% 21
2016
Q2 		$3.94M Sell
120,725
-1,368
-1% -$40.7K 1.8% 9
2016
Q1 		$3.61M Buy
122,093
+20,189
+20% +$559K 1.64% 21
2015
Q4 		$2.65M Buy
101,904
+1,386
+1% +$35.2K 1.21% 41
2015
Q3 		$2.47M Buy
+100,518
New +$2.56M 1.21% 43
2015
Q2 		– Sell
-102,842
Closed -$2.54M – 89
2015
Q1 		$2.54M Buy
102,842
+6,265
+6% +$159K 1.14% 50
2014
Q4 		$2.45M Sell
96,577
-2,429
-2% -$63K 1.07% 51
2014
Q3 		$2.63M Sell
99,006
-2,735
-3% -$72.8K 1.24% 49
2014
Q2 		$2.72M Sell
101,741
-1,142
-1% -$30.6K 1.28% 47
2014
Q1 		$2.73M Sell
102,883
-14,690
-12% -$369K 1.36% 43
2013
Q4 		$3.12M Buy
117,573
+500
+0.4% +$13.2K 1.54% 25
2013
Q3 		$2.99M Buy
117,073
+4,706
+4% +$124K 1.6% 26
2013
Q2 		$3M Buy
+112,367
New +$3.12M 1.65% 22

Other funds holding T

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Univest Financial's T Position: Q1 2026 in Review

Univest Financial reduced its AT&T (T) stake by 2.2% in Q1 2026, selling an estimated $9.72K and leaving 16,145 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #198.

Univest Financial first reported a position in T in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.94M in Q2 2016. 2,962 funds tracked by Wall St. Rank hold T as of Q1 2026.

  • Univest Financial held 16,145 shares of AT&T worth $468K as of Q1 2026.
  • Univest Financial sold 364 AT&T shares in Q1 2026, an estimated $9.72K.
  • AT&T made up 0.03% of Univest Financial's portfolio in Q1 2026, its #198 holding.
  • Univest Financial first reported a position in AT&T in Q2 2013 and has held it in 44 quarters since.
  • Univest Financial's AT&T position peaked at $3.94M in Q2 2016.
  • 2,962 funds tracked by Wall St. Rank held AT&T as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.