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Wela Strategies’s AT&T T Stock Holding History

Wela Strategies’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
2025
Q3 		$312K Sell
11,053
-12
-0.1% -$341 0.12% 46
2025
Q2 		$320K Buy
11,065
+891
+9% +$24.6K 0.13% 46
2025
Q1 		$288K Buy
+10,174
New +$256K 0.12% 48
2024
Q4 		– Sell
-10,606
Closed -$233K – 74
2024
Q3 		$233K Buy
+10,606
New +$211K 0.1% 49
2024
Q1 		– Sell
-10,571
Closed -$177K – 53
2023
Q4 		$177K Buy
+10,571
New +$167K 0.1% 48

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wela Strategies's T Position: Q3 2025 in Review

Wela Strategies reduced its AT&T (T) stake by 0.11% in Q3 2025, selling an estimated $341 and leaving 11,053 shares worth $312K. The position accounts for 0.12% of the portfolio, ranked #46.

Wela Strategies first reported a position in T in Q4 2023 and has held it in 5 quarters since. The position peaked at $320K in Q2 2025. 2,862 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Wela Strategies held 11,053 shares of AT&T worth $312K as of Q3 2025.
  • Wela Strategies sold 12 AT&T shares in Q3 2025, an estimated $341.
  • AT&T made up 0.12% of Wela Strategies's portfolio in Q3 2025, its #46 holding.
  • Wela Strategies first reported a position in AT&T in Q4 2023 and has held it in 5 quarters since.
  • Wela Strategies's AT&T position peaked at $320K in Q2 2025.
  • 2,862 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.