Holos Integrated Wealth’s American Tower AMT Stock Holding History

Holos Integrated 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	$4.63K	Sell	28 -129	-82%	-$23.2K	﹤0.01%	305
2026 Q1	$27.3K	Hold	157	–	–	0.01%	190
2025 Q4	$27.4K	Hold	157	–	–	0.02%	148
2025 Q3	$29.3K	Sell	157 -50	-24%	-$10.4K	0.02%	139
2025 Q2	$42.7K	Hold	207	–	–	0.03%	120
2025 Q1	$45K	Hold	207	–	–	0.03%	115
2024 Q4	$38K	Buy	+207	New	+$42.9K	0.03%	119

Other funds holding AMT

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Holos Integrated Wealth's AMT Position: Q2 2026 in Review

Holos Integrated Wealth reduced its American Tower (AMT) stake by 82% in Q2 2026, selling an estimated $23.2K and leaving 28 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Holos Integrated Wealth first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $45K in Q1 2025. 309 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Holos Integrated Wealth held 28 shares of American Tower worth $4.63K as of Q2 2026.
Holos Integrated Wealth sold 129 American Tower shares in Q2 2026, an estimated $23.2K.
American Tower made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #305 holding.
Holos Integrated Wealth first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's American Tower position peaked at $45K in Q1 2025.
309 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.