Focus Partners Wealth
AMT icon

Focus Partners Wealth’s American Tower AMT Stock Holding History

Focus Partners 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 		$64M Sell
391,017
-9,232
-2% -$1.66M 0.07% 269
2026
Q1 		$69M Buy
400,249
+29,528
+8% +$5.31M 0.08% 233
2025
Q4 		$66.7M Buy
370,721
+82,696
+29% +$15M 0.08% 238
2025
Q3 		$55.3M Buy
288,025
+7,243
+3% +$1.51M 0.09% 201
2025
Q2 		$62.1M Buy
280,782
+805
+0.3% +$174K 0.13% 154
2025
Q1 		$60.9M Sell
279,977
-7,462
-3% -$1.46M 0.15% 141
2024
Q4 		$52.7M Buy
287,439
+25,626
+10% +$5.31M 0.14% 152
2024
Q3 		$60.9M Buy
261,813
+113,653
+77% +$25.2M 0.19% 110
2024
Q2 		$28.8M Buy
148,160
+10,593
+8% +$1.98M 0.1% 200
2024
Q1 		$27.2M Buy
137,567
+17,418
+14% +$3.47M 0.22% 119
2023
Q4 		$25.9M Buy
+120,149
New +$22.7M 0.34% 80

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

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

Focus Partners Wealth reduced its American Tower (AMT) stake by 2.3% in Q2 2026, selling an estimated $1.66M and leaving 391,017 shares worth $64M. The position accounts for 0.07% of the portfolio, ranked #269.

Focus Partners Wealth first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $69M in Q1 2026. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Focus Partners Wealth held 391,017 shares of American Tower worth $64M as of Q2 2026.
  • Focus Partners Wealth sold 9,232 American Tower shares in Q2 2026, an estimated $1.66M.
  • American Tower made up 0.07% of Focus Partners Wealth's portfolio in Q2 2026, its #269 holding.
  • Focus Partners Wealth first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's American Tower position peaked at $69M in Q1 2026.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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