West Wealth Group
T icon

West Wealth Group’s AT&T T Stock Holding History

West Wealth 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
Q3 		$292K Buy
11,982
+538
+5% +$13K 0.05% 117
2026
Q2 		$237K Sell
11,444
-351
-3% -$8.71K 0.04% 129
2026
Q1 		$342K Buy
11,795
+259
+2% +$6.92K 0.07% 97
2025
Q4 		$287K Sell
11,536
-1,791
-13% -$45.3K 0.06% 95
2025
Q3 		$347K Buy
13,327
+478
+4% +$13.6K 0.08% 84
2025
Q2 		$353K Buy
12,849
+390
+3% +$10.7K 0.09% 77
2025
Q1 		$355K Buy
12,459
+316
+3% +$7.95K 0.1% 66
2024
Q4 		$276K Sell
12,143
-1,254
-9% -$28.2K 0.08% 73
2024
Q3 		$295K Buy
13,397
+51
+0.4% +$1.02K 0.1% 65
2024
Q2 		$255K Buy
13,346
+2,386
+22% +$41.5K 0.09% 72
2024
Q1 		$193K Buy
10,960
+128
+1% +$2.19K 0.07% 78
2023
Q4 		$182K Sell
10,832
-250
-2% -$3.95K 0.07% 81
2023
Q3 		$166K Buy
11,082
+132
+1% +$1.94K 0.07% 72
2023
Q2 		$175K Buy
10,950
+454
+4% +$7.73K 0.07% 70
2023
Q1 		$202K Buy
+10,496
New +$201K 0.09% 69

Other funds holding T

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Quintet Private Bank (Europe)
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

West Wealth Group's T Position: Q3 2026 in Review

West Wealth Group increased its AT&T (T) stake by 4.7% in Q3 2026, buying an estimated $13K and bringing the position to 11,982 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #117.

West Wealth Group first reported a position in T in Q1 2023 and has held it in 15 quarters since. The position peaked at $355K in Q1 2025. 858 funds tracked by Wall St. Rank hold T as of Q3 2026.

  • West Wealth Group held 11,982 shares of AT&T worth $292K as of Q3 2026.
  • West Wealth Group bought 538 AT&T shares in Q3 2026, an estimated $13K.
  • AT&T made up 0.05% of West Wealth Group's portfolio in Q3 2026, its #117 holding.
  • West Wealth Group first reported a position in AT&T in Q1 2023 and has held it in 15 quarters since.
  • West Wealth Group's AT&T position peaked at $355K in Q1 2025.
  • 858 funds tracked by Wall St. Rank held AT&T as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.