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Cassaday & Co Wealth Management’s American Tower AMT Stock Holding History

Cassaday & Co Wealth Management’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 		$156K Sell
952
-54
-5% -$9.72K ﹤0.01% 394
2026
Q1 		$174K Sell
1,006
-549
-35% -$98.8K ﹤0.01% 359
2025
Q4 		$273K Buy
+1,555
New +$283K 0.01% 303
2025
Q3 		– Sell
-1,106
Closed -$244K – 345
2025
Q2 		$244K Buy
1,106
+93
+9% +$20.1K 0.01% 302
2025
Q1 		$220K Buy
+1,013
New +$199K 0.01% 296
2024
Q4 		– Sell
-1,006
Closed -$234K – 321
2024
Q3 		$234K Buy
+1,006
New +$223K 0.01% 279
2024
Q2 		– Sell
-1,069
Closed -$211K – 291
2024
Q1 		$211K Sell
1,069
-294
-22% -$58.6K 0.01% 274
2023
Q4 		$294K Buy
1,363
+22
+2% +$4.16K 0.01% 204
2023
Q3 		$221K Sell
1,341
-9
-0.7% -$1.64K 0.01% 234
2023
Q2 		$262K Sell
1,350
-47
-3% -$9.19K 0.01% 214
2023
Q1 		$285K Buy
1,397
+53
+4% +$11.1K 0.01% 208
2022
Q4 		$285K Buy
+1,344
New +$280K 0.01% 204

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

Cassaday & Co Wealth Management's AMT Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its American Tower (AMT) stake by 5.4% in Q2 2026, selling an estimated $9.72K and leaving 952 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Cassaday & Co Wealth Management first reported a position in AMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $294K in Q4 2023. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Cassaday & Co Wealth Management held 952 shares of American Tower worth $156K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 54 American Tower shares in Q2 2026, an estimated $9.72K.
  • American Tower made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #394 holding.
  • Cassaday & Co Wealth Management first reported a position in American Tower in Q4 2022 and has held it in 12 quarters since.
  • Cassaday & Co Wealth Management's American Tower position peaked at $294K in Q4 2023.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.