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Evolve Private Wealth’s American Tower AMT Stock Holding History

Evolve Private Wealth’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 		$874K Buy
5,273
+2,763
+110% +$497K 0.05% 318
2026
Q1 		$433K Sell
2,510
-2,808
-53% -$505K 0.02% 638
2025
Q4 		$943K Buy
+5,318
New +$968K 0.06% 310

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's AMT Position: Q2 2026 in Review

Evolve Private Wealth increased its American Tower (AMT) stake by 110% in Q2 2026, buying an estimated $497K and bringing the position to 5,273 shares worth $874K. The position accounts for 0.05% of the portfolio, ranked #318.

Evolve Private Wealth first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $943K in Q4 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Evolve Private Wealth held 5,273 shares of American Tower worth $874K as of Q2 2026.
  • Evolve Private Wealth bought 2,763 American Tower shares in Q2 2026, an estimated $497K.
  • American Tower made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #318 holding.
  • Evolve Private Wealth first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's American Tower position peaked at $943K in Q4 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.