AWE
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Avidian Wealth Enterprises’s American Tower AMT Stock Holding History

Avidian Wealth Enterprises’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 		$1.83M Buy
11,202
+705
+7% +$127K 0.05% 228
2026
Q1 		$1.81M Buy
+10,497
New +$1.89M 0.06% 207
2025
Q3 		– Sell
-1,097
Closed -$242K – 584
2025
Q2 		$242K Buy
1,097
+176
+19% +$38K 0.01% 483
2025
Q1 		$200K Buy
+921
New +$181K 0.01% 503
2023
Q1 		– Sell
-1,148
Closed -$243K – 476
2022
Q4 		$243K Sell
1,148
-554
-33% -$115K 0.02% 398
2022
Q3 		$365K Buy
1,702
+3
+0.2% +$771 0.03% 287
2022
Q2 		$434K Sell
1,699
-11
-0.6% -$2.76K 0.03% 290
2022
Q1 		$430K Sell
1,710
-36
-2% -$8.78K 0.03% 329
2021
Q4 		$511K Buy
1,746
+318
+22% +$86.9K 0.03% 295
2021
Q3 		$379K Buy
1,428
+135
+10% +$38.5K 0.03% 261
2021
Q2 		$349K Buy
1,293
+210
+19% +$53.5K 0.03% 283
2021
Q1 		$259K Buy
+1,083
New +$241K 0.02% 305

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

Avidian Wealth Enterprises's AMT Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its American Tower (AMT) stake by 6.7% in Q2 2026, buying an estimated $127K and bringing the position to 11,202 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #228.

Avidian Wealth Enterprises first reported a position in AMT in Q1 2021 and has held it in 12 quarters since. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Avidian Wealth Enterprises held 11,202 shares of American Tower worth $1.83M as of Q2 2026.
  • Avidian Wealth Enterprises bought 705 American Tower shares in Q2 2026, an estimated $127K.
  • American Tower made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #228 holding.
  • Avidian Wealth Enterprises first reported a position in American Tower in Q1 2021 and has held it in 12 quarters since.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.