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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
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 $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

Evolve Private Wealth's AMT Position: Q1 2026 in Review

Evolve Private Wealth reduced its American Tower (AMT) stake by 53% in Q1 2026, selling an estimated $505K and leaving 2,510 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #638.

Evolve Private Wealth first reported a position in AMT in Q4 2025 and has held it in 2 quarters since. The position peaked at $943K in Q4 2025. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Evolve Private Wealth held 2,510 shares of American Tower worth $433K as of Q1 2026.
  • Evolve Private Wealth sold 2,808 American Tower shares in Q1 2026, an estimated $505K.
  • American Tower made up 0.02% of Evolve Private Wealth's portfolio in Q1 2026, its #638 holding.
  • Evolve Private Wealth first reported a position in American Tower in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's American Tower position peaked at $943K in Q4 2025.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.