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AGH Wealth Advisors’s American Tower AMT Stock Holding History

AGH Wealth Advisors’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 		– Sell
-1,242
Closed -$214K – 131
2026
Q1 		$214K Buy
1,242
+86
+7% +$15.5K 0.16% 116
2025
Q4 		$203K Sell
1,156
-51
-4% -$9.28K 0.15% 113
2025
Q3 		$232K Sell
1,207
-100
-8% -$20.8K 0.17% 107
2025
Q2 		$289K Buy
+1,307
New +$282K 0.24% 84

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 $3.37T AUM 44.26% 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

AGH Wealth Advisors's AMT Position: Q2 2026 in Review

AGH Wealth Advisors sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,242 shares — an estimated $214K sold.

AGH Wealth Advisors first reported a position in AMT in Q2 2025 and held it in 4 quarters. The position peaked at $289K in Q2 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • AGH Wealth Advisors reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • AGH Wealth Advisors sold 1,242 American Tower shares in Q2 2026, an estimated $214K.
  • AGH Wealth Advisors first reported a position in American Tower in Q2 2025 and held it in 4 quarters.
  • AGH Wealth Advisors's American Tower position peaked at $289K in Q2 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.