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Acorn Financial Advisory Services’s American Tower AMT Stock Holding History

Acorn Financial Advisory Services’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$992K Sell
6,064
-361
-6% -$65K 0.13% 84
2026
Q1 		$1.11M Sell
6,425
-37
-0.6% -$6.66K 0.15% 69
2025
Q4 		$1.13M Buy
6,462
+160
+3% +$29.1K 0.17% 62
2025
Q3 		$1.21M Sell
6,302
-325
-5% -$67.7K 0.19% 57
2025
Q2 		$1.46M Sell
6,627
-221
-3% -$47.7K 0.24% 47
2025
Q1 		$1.49M Sell
6,848
-263
-4% -$51.6K 0.27% 43
2024
Q4 		$1.3M Sell
7,111
-249
-3% -$51.6K 0.22% 52
2024
Q3 		$1.71M Sell
7,360
-122
-2% -$27.1K 0.3% 35
2024
Q2 		$1.45M Sell
7,482
-51
-0.7% -$9.53K 0.27% 41
2024
Q1 		$1.49M Sell
7,533
-284
-4% -$56.6K 0.28% 47
2023
Q4 		$1.69M Buy
7,817
+42
+0.5% +$7.94K 0.3% 51
2023
Q3 		$1.28M Sell
7,775
-85
-1% -$15.5K 0.23% 64
2023
Q2 		$1.52M Buy
7,860
+1,255
+19% +$245K 0.27% 51
2023
Q1 		$1.35M Buy
6,605
+76
+1% +$15.9K 0.26% 54
2022
Q4 		$1.38M Sell
6,529
-49
-0.7% -$10.2K 0.29% 46
2022
Q3 		$1.41M Buy
6,578
+22
+0.3% +$5.65K 0.34% 42
2022
Q2 		$1.68M Sell
6,556
-123
-2% -$30.9K 0.4% 34
2022
Q1 		$1.68M Sell
6,679
-100
-1% -$24.4K 0.34% 47
2021
Q4 		$1.98M Buy
6,779
+33
+0.5% +$9.02K 0.4% 38
2021
Q3 		$1.79M Buy
6,746
+303
+5% +$86.4K 0.55% 43
2021
Q2 		$1.74M Buy
6,443
+183
+3% +$46.6K 0.51% 55
2021
Q1 		$1.5M Buy
6,260
+1,353
+28% +$301K 0.55% 49
2020
Q4 		$1.1M Buy
4,907
+157
+3% +$36.5K 0.43% 68
2020
Q3 		$1.15M Buy
4,750
+174
+4% +$44.1K 0.6% 43
2020
Q2 		$1.18M Buy
4,576
+16
+0.4% +$3.96K 0.83% 25
2020
Q1 		$993K Sell
4,560
-153
-3% -$35.6K 0.98% 24
2019
Q4 		$1.08M Buy
+4,713
New +$1.03M 0.91% 31

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Acorn Financial Advisory Services's AMT Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its American Tower (AMT) stake by 5.6% in Q2 2026, selling an estimated $65K and leaving 6,064 shares worth $992K. The position accounts for 0.13% of the portfolio, ranked #84.

Acorn Financial Advisory Services first reported a position in AMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.98M in Q4 2021. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Acorn Financial Advisory Services held 6,064 shares of American Tower worth $992K as of Q2 2026.
  • Acorn Financial Advisory Services sold 361 American Tower shares in Q2 2026, an estimated $65K.
  • American Tower made up 0.13% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #84 holding.
  • Acorn Financial Advisory Services first reported a position in American Tower in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's American Tower position peaked at $1.98M in Q4 2021.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.