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Valeo Financial Advisors’s AT&T T Stock Holding History

Valeo Financial Advisors’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 		$3.26M Sell
157,617
-19,166
-11% -$476K 0.07% 126
2026
Q1 		$5.12M Buy
176,783
+6,441
+4% +$172K 0.12% 83
2025
Q4 		$4.23M Sell
170,342
-2,417
-1% -$61.2K 0.09% 105
2025
Q3 		$4.88M Buy
172,759
+3,009
+2% +$85.4K 0.11% 91
2025
Q2 		$4.91M Buy
169,750
+32,148
+23% +$886K 0.12% 91
2025
Q1 		$3.89M Sell
137,602
-5,471
-4% -$138K 0.11% 90
2024
Q4 		$3.26M Sell
143,073
-922
-0.6% -$20.8K 0.09% 106
2024
Q3 		$3.17M Sell
143,995
-4,298
-3% -$85.5K 0.09% 111
2024
Q2 		$2.83M Sell
148,293
-15,782
-10% -$274K 0.09% 115
2024
Q1 		$2.76M Sell
164,075
-2,732
-2% -$46.7K 0.1% 107
2023
Q4 		$2.8M Sell
166,807
-21,370
-11% -$337K 0.11% 103
2023
Q3 		$2.83M Sell
188,177
-9,757
-5% -$143K 0.13% 93
2023
Q2 		$3.05M Sell
197,934
-16,486
-8% -$281K 0.14% 90
2023
Q1 		$4M Buy
214,420
+38,585
+22% +$737K 0.19% 74
2022
Q4 		$3.11M Sell
175,835
-41,549
-19% -$744K 0.17% 76
2022
Q3 		$3.23M Buy
217,384
+45,432
+26% +$827K 0.21% 66
2022
Q2 		$3.6M Sell
171,952
-65,006
-27% -$1.3M 0.23% 66
2022
Q1 		$4.23M Buy
236,958
+13,187
+6% +$244K 0.21% 71
2021
Q4 		$4.16M Sell
223,771
-10,965
-5% -$205K 0.23% 65
2021
Q3 		$4.79M Buy
234,736
+10,546
+5% +$222K 0.27% 57
2021
Q2 		$4.87M Buy
224,190
+6,794
+3% +$155K 0.3% 52
2021
Q1 		$4.97M Sell
217,396
-40,041
-16% -$885K 0.23% 52
2020
Q4 		$4.51M Buy
257,437
+13,155
+5% +$284K 0.23% 53
2020
Q3 		$5.26M Sell
244,282
-5,115
-2% -$114K 0.46% 32
2020
Q2 		$5.69M Sell
249,397
-893
-0.4% -$20.3K 0.52% 28
2020
Q1 		$5.8M Sell
250,290
-4,785
-2% -$131K 0.62% 27
2019
Q4 		$7.53M Sell
255,075
-11,046
-4% -$319K 0.73% 20
2019
Q3 		$7.61M Sell
266,121
-4,918
-2% -$130K 0.84% 18
2019
Q2 		$6.86M Buy
271,039
+6,603
+2% +$158K 0.79% 19
2019
Q1 		$6.26M Buy
264,436
+18,780
+8% +$432K 0.76% 21
2018
Q4 		$5.29M Sell
245,656
-11,740
-5% -$273K 0.74% 24
2018
Q3 		$5.96M Buy
257,396
+17,785
+7% +$436K 0.8% 22
2018
Q2 		$5.83M Buy
239,611
+34,476
+17% +$865K 0.82% 20
2018
Q1 		$5.52M Buy
205,135
+39,615
+24% +$1.1M 0.89% 18
2017
Q4 		$4.86M Buy
165,520
+58,641
+55% +$1.6M 0.8% 23
2017
Q3 		$3.16M Buy
+106,879
New +$3.03M 0.72% 28

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Valeo Financial Advisors's T Position: Q2 2026 in Review

Valeo Financial Advisors reduced its AT&T (T) stake by 11% in Q2 2026, selling an estimated $476K and leaving 157,617 shares worth $3.26M. The position accounts for 0.07% of the portfolio, ranked #126.

Valeo Financial Advisors first reported a position in T in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.61M in Q3 2019. 863 funds tracked by Wall St. Rank hold T as of Q2 2026.

  • Valeo Financial Advisors held 157,617 shares of AT&T worth $3.26M as of Q2 2026.
  • Valeo Financial Advisors sold 19,166 AT&T shares in Q2 2026, an estimated $476K.
  • AT&T made up 0.07% of Valeo Financial Advisors's portfolio in Q2 2026, its #126 holding.
  • Valeo Financial Advisors first reported a position in AT&T in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's AT&T position peaked at $7.61M in Q3 2019.
  • 863 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.