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Catalyst Financial Partners’s American Tower AMT Stock Holding History

Catalyst Financial Partners’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 		$365K Buy
2,230
+17
+0.8% +$3.06K 0.04% 273
2026
Q1 		$382K Buy
2,213
+299
+16% +$53.8K 0.05% 246
2025
Q4 		$336K Buy
1,914
+99
+5% +$18K 0.04% 231
2025
Q3 		$349K Sell
1,815
-205
-10% -$42.7K 0.04% 220
2025
Q2 		$446K Sell
2,020
-204
-9% -$44K 0.05% 177
2025
Q1 		$484K Buy
2,224
+458
+26% +$89.8K 0.09% 154
2024
Q4 		$324K Buy
1,766
+45
+3% +$9.32K 0.06% 200
2024
Q3 		$400K Buy
1,721
+28
+2% +$6.21K 0.08% 160
2024
Q2 		$329K Buy
1,693
+74
+5% +$13.8K 0.07% 174
2024
Q1 		$279K Buy
1,619
+191
+13% +$38K 0.07% 185
2023
Q4 		$308K Buy
+1,428
New +$270K 0.09% 161
2023
Q3 		– Sell
-1,072
Closed -$208K – 207
2023
Q2 		$208K Buy
1,072
+85
+9% +$16.6K 0.07% 187
2023
Q1 		$202K Sell
987
-146
-13% -$30.6K 0.09% 176
2022
Q4 		$240K Buy
+1,133
New +$236K 0.12% 138

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

Catalyst Financial Partners's AMT Position: Q2 2026 in Review

Catalyst Financial Partners increased its American Tower (AMT) stake by 0.77% in Q2 2026, buying an estimated $3.06K and bringing the position to 2,230 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #273.

Catalyst Financial Partners first reported a position in AMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $484K in Q1 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Catalyst Financial Partners held 2,230 shares of American Tower worth $365K as of Q2 2026.
  • Catalyst Financial Partners bought 17 American Tower shares in Q2 2026, an estimated $3.06K.
  • American Tower made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #273 holding.
  • Catalyst Financial Partners first reported a position in American Tower in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's American Tower position peaked at $484K in Q1 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.