EWP
AMT icon

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
Q3 		$1.47K Sell
9
-12
-57% -$2.06K ﹤0.01% 1278
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

Elevation Wealth Partners's AMT Position: Q3 2026 in Review

Elevation Wealth Partners reduced its American Tower (AMT) stake by 57% in Q3 2026, selling an estimated $2.06K and leaving 9 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Elevation Wealth Partners first reported a position in AMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $19.3K in Q1 2026. 90 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Elevation Wealth Partners held 9 shares of American Tower worth $1.47K as of Q3 2026.
  • Elevation Wealth Partners sold 12 American Tower shares in Q3 2026, an estimated $2.06K.
  • American Tower made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1278 holding.
  • Elevation Wealth Partners first reported a position in American Tower in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's American Tower position peaked at $19.3K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.