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Atria Wealth Solutions’s American Tower AMT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.59M Sell
7,146
-4,953
-41% -$1.07M 0.04% 480
2025
Q1 		$2.63M Sell
12,099
-3,232
-21% -$634K 0.03% 538
2024
Q4 		$2.82M Sell
15,331
-1,560
-9% -$323K 0.03% 523
2024
Q3 		$3.93M Sell
16,891
-4,498
-21% -$997K 0.04% 407
2024
Q2 		$4.17M Buy
21,389
+2,319
+12% +$433K 0.05% 383
2024
Q1 		$3.77M Sell
19,070
-3,304
-15% -$658K 0.04% 419
2023
Q4 		$4.84M Buy
22,374
+1,335
+6% +$252K 0.06% 318
2023
Q3 		$3.46M Sell
21,039
-172
-0.8% -$31.4K 0.05% 394
2023
Q2 		$4.14M Buy
21,211
+3,613
+21% +$706K 0.06% 338
2023
Q1 		$3.6M Sell
17,598
-364
-2% -$76.4K 0.05% 355
2022
Q4 		$3.81M Sell
17,962
-2,499
-12% -$520K 0.06% 316
2022
Q3 		$4.39M Sell
20,461
-1,761
-8% -$452K 0.08% 256
2022
Q2 		$5.7M Buy
22,222
+6,812
+44% +$1.71M 0.11% 208
2022
Q1 		$3.87M Buy
+15,410
New +$3.76M 0.06% 307

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atria Wealth Solutions's AMT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its American Tower (AMT) stake by 41% in Q2 2025, selling an estimated $1.07M and leaving 7,146 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #480.

Atria Wealth Solutions first reported a position in AMT in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.7M in Q2 2022. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Atria Wealth Solutions held 7,146 shares of American Tower worth $1.59M as of Q2 2025.
  • Atria Wealth Solutions sold 4,953 American Tower shares in Q2 2025, an estimated $1.07M.
  • American Tower made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #480 holding.
  • Atria Wealth Solutions first reported a position in American Tower in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's American Tower position peaked at $5.7M in Q2 2022.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.