Heartwood Wealth Advisors’s American Tower AMT Stock Holding History

Heartwood 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	$283K	Hold	1,733	–	–	0.02%	202
2026 Q1	$299K	Hold	1,733	–	–	0.03%	176
2025 Q4	$304K	Hold	1,733	–	–	0.03%	158
2025 Q3	$333K	Hold	1,733	–	–	0.03%	150
2025 Q2	$383K	Hold	1,733	–	–	0.04%	123
2025 Q1	$377K	Sell	1,733 -202	-10%	-$39.6K	0.04%	117
2024 Q4	$355K	Hold	1,935	–	–	0.04%	116
2024 Q3	$450K	Sell	1,935 -200	-9%	-$44.3K	0.05%	101
2024 Q2	$415K	Buy	2,135 +629	+42%	+$118K	0.05%	107
2024 Q1	$298K	Hold	1,506	–	–	0.04%	116
2023 Q4	$325K	Buy	1,506 +11	+0.7%	+$2.08K	0.04%	108
2023 Q3	$246K	Buy	+1,495	New	+$273K	0.04%	115
2023 Q2	–	Sell	-999	Closed	-$204K	–	142
2023 Q1	$204K	Buy	+999	New	+$210K	0.03%	127
2022 Q1	–	Sell	-717	Closed	-$210K	–	121
2021 Q4	$210K	Buy	+717	New	+$196K	0.03%	102

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Heartwood Wealth Advisors held its American Tower (AMT) position steady in Q2 2026 at 1,733 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #202.

Heartwood Wealth Advisors first reported a position in AMT in Q4 2021 and has held it in 14 quarters since. The position peaked at $450K in Q3 2024. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Heartwood Wealth Advisors held 1,733 shares of American Tower worth $283K as of Q2 2026.
Heartwood Wealth Advisors left its American Tower share count unchanged in Q2 2026.
American Tower made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #202 holding.
Heartwood Wealth Advisors first reported a position in American Tower in Q4 2021 and has held it in 14 quarters since.
Heartwood Wealth Advisors's American Tower position peaked at $450K in Q3 2024.
1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.