Zinnia Wealth Advisory’s AT&T T Stock Holding History

Zinnia Wealth Advisory’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	–	Sell	-8,133	Closed	-$236K	–	107
2026 Q1	$236K	Sell	8,133 -1,101	-12%	-$29.4K	0.26%	78
2025 Q4	$229K	Buy	+9,234	New	+$234K	0.25%	81

Other funds holding T

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Zinnia Wealth Advisory's T Position: Q2 2026 in Review

Zinnia Wealth Advisory sold out of AT&T (T) in Q2 2026, closing a stake of 8,133 shares — an estimated $236K sold.

Zinnia Wealth Advisory first reported a position in T in Q4 2025 and held it in 2 quarters. The position peaked at $236K in Q1 2026. 2,679 funds tracked by Wall St. Rank hold T as of Q2 2026.

Zinnia Wealth Advisory reported no remaining AT&T position as of Q2 2026 after selling out during the quarter.
Zinnia Wealth Advisory sold 8,133 AT&T shares in Q2 2026, an estimated $236K.
Zinnia Wealth Advisory first reported a position in AT&T in Q4 2025 and held it in 2 quarters.
Zinnia Wealth Advisory's AT&T position peaked at $236K in Q1 2026.
2,679 funds tracked by Wall St. Rank held AT&T as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.