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Elevation Wealth Partners’s American Tower AMT Stock Holding History

Elevation Wealth 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 		$3.44K Sell
21
-91
-81% -$16.4K ﹤0.01% 1102
2026
Q1 		$19.3K Buy
112
+74
+195% +$13.3K 0.01% 386
2025
Q4 		$6.67K Buy
+38
New +$6.92K ﹤0.01% 563

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

Elevation Wealth Partners's AMT Position: Q2 2026 in Review

Elevation Wealth Partners reduced its American Tower (AMT) stake by 81% in Q2 2026, selling an estimated $16.4K and leaving 21 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Elevation Wealth Partners first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.3K in Q1 2026. 1,742 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Elevation Wealth Partners held 21 shares of American Tower worth $3.44K as of Q2 2026.
  • Elevation Wealth Partners sold 91 American Tower shares in Q2 2026, an estimated $16.4K.
  • American Tower made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1102 holding.
  • Elevation Wealth Partners first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's American Tower position peaked at $19.3K in Q1 2026.
  • 1,742 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.