EWA
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EverSource Wealth Advisors’s American Tower AMT Stock Holding History

EverSource Wealth Advisors’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 		$716K Buy
4,378
+1,254
+40% +$226K 0.02% 437
2026
Q1 		$539K Sell
3,124
-735
-19% -$132K 0.02% 576
2025
Q4 		$678K Buy
3,859
+2,101
+120% +$382K 0.02% 440
2025
Q3 		$338K Sell
1,758
-1,124
-39% -$234K 0.01% 672
2025
Q2 		$637K Buy
2,882
+884
+44% +$191K 0.03% 383
2025
Q1 		$435K Buy
1,998
+45
+2% +$8.83K 0.02% 417
2024
Q4 		$358K Buy
1,953
+939
+93% +$195K 0.02% 456
2024
Q3 		$236K Buy
1,014
+79
+8% +$17.5K 0.01% 504
2024
Q2 		$206K Buy
935
+28
+3% +$5.23K 0.01% 548
2024
Q1 		$156K Buy
907
+176
+24% +$35.1K 0.01% 571
2023
Q4 		$158K Buy
731
+85
+13% +$16.1K 0.01% 498
2023
Q3 		$106K Buy
646
+13
+2% +$2.37K 0.01% 551
2023
Q2 		$123K Sell
633
-214
-25% -$41.8K 0.01% 510
2023
Q1 		$173K Sell
847
-134
-14% -$28.1K 0.02% 396
2022
Q4 		$208K Sell
981
-403
-29% -$83.9K 0.03% 348
2022
Q3 		$296K Buy
1,384
+84
+6% +$21.6K 0.07% 241
2022
Q2 		$332K Sell
1,300
-658
-34% -$165K 0.09% 197
2022
Q1 		$492K Buy
1,958
+428
+28% +$104K 0.12% 153
2021
Q4 		$448K Buy
+1,530
New +$418K 0.13% 128

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

EverSource Wealth Advisors's AMT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its American Tower (AMT) stake by 40% in Q2 2026, buying an estimated $226K and bringing the position to 4,378 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #437.

EverSource Wealth Advisors first reported a position in AMT in Q4 2021 and has held it in 19 quarters since. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • EverSource Wealth Advisors held 4,378 shares of American Tower worth $716K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,254 American Tower shares in Q2 2026, an estimated $226K.
  • American Tower made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #437 holding.
  • EverSource Wealth Advisors first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.