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Consultiva Wealth Management’s American Tower AMT Stock Holding History

Consultiva 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
Q1 		$27.4K Hold
159
– – 0.08% 132
2025
Q4 		$27.9K Hold
159
– – 0.08% 128
2025
Q3 		$30.6K Hold
159
– – 0.09% 121
2025
Q2 		$35.1K Hold
159
– – 0.11% 112
2025
Q1 		$34.6K Hold
159
– – 0.12% 109
2024
Q4 		$29.2K Buy
+159
New +$32.9K 0.15% 76

Other funds holding AMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Consultiva Wealth Management's AMT Position: Q1 2026 in Review

Consultiva Wealth Management held its American Tower (AMT) position steady in Q1 2026 at 159 shares worth $27.4K. The position accounts for 0.08% of the portfolio, ranked #132.

Consultiva Wealth Management first reported a position in AMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.1K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Consultiva Wealth Management held 159 shares of American Tower worth $27.4K as of Q1 2026.
  • Consultiva Wealth Management left its American Tower share count unchanged in Q1 2026.
  • American Tower made up 0.08% of Consultiva Wealth Management's portfolio in Q1 2026, its #132 holding.
  • Consultiva Wealth Management first reported a position in American Tower in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's American Tower position peaked at $35.1K in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.