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Insight Wealth Strategies’s American Tower AMT Stock Holding History

Insight Wealth Strategies’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
2025
Q3 		– Sell
-10,664
Closed -$2.39M – 172
2025
Q2 		$2.39M Sell
10,664
-589
-5% -$127K 0.3% 88
2025
Q1 		$2.45M Buy
11,253
+202
+2% +$39.6K 0.33% 85
2024
Q4 		$2.03M Buy
11,051
+211
+2% +$43.7K 0.27% 94
2024
Q3 		$2.52M Buy
10,840
+194
+2% +$43K 0.33% 80
2024
Q2 		$2.07M Buy
10,646
+723
+7% +$135K 0.29% 84
2024
Q1 		$1.96M Buy
9,923
+743
+8% +$148K 0.29% 93
2023
Q4 		$1.98M Buy
9,180
+1,170
+15% +$221K 0.32% 70
2023
Q3 		$1.32M Buy
8,010
+994
+14% +$182K 0.25% 85
2023
Q2 		$1.36M Buy
7,016
+79
+1% +$15.4K 0.26% 74
2023
Q1 		$1.42M Buy
6,937
+505
+8% +$106K 0.28% 71
2022
Q4 		$1.36M Sell
6,432
-36
-0.6% -$7.49K 0.26% 74
2022
Q3 		$1.65M Hold
6,468
– – 0.31% 47
2022
Q2 		$1.65M Buy
6,468
+557
+9% +$140K 0.31% 47
2022
Q1 		$1.49M Buy
5,911
+993
+20% +$242K 0.22% 74
2021
Q4 		$1.44M Buy
4,918
+779
+19% +$213K 0.2% 78
2021
Q3 		$1.1M Buy
4,139
+93
+2% +$26.5K 0.15% 90
2021
Q2 		$1.09M Sell
4,046
-211
-5% -$53.8K 0.16% 86
2021
Q1 		$1.02M Buy
4,257
+2,888
+211% +$643K 0.14% 100
2020
Q4 		$307K Buy
1,369
+209
+18% +$48.6K 0.05% 166
2020
Q3 		$280K Buy
1,160
+165
+17% +$41.8K 0.05% 153
2020
Q2 		$257K Sell
995
-28
-3% -$6.93K 0.06% 142
2020
Q1 		$223K Sell
1,023
-2,057
-67% -$479K 0.06% 136
2019
Q4 		$708K Buy
3,080
+1,053
+52% +$229K 0.15% 98
2019
Q3 		$448K Sell
2,027
-2,307
-53% -$504K 0.11% 125
2019
Q2 		$886K Buy
4,334
+864
+25% +$174K 0.22% 74
2019
Q1 		$684K Buy
+3,470
New +$609K 0.19% 76

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Insight Wealth Strategies's AMT Position: Q3 2025 in Review

Insight Wealth Strategies sold out of American Tower (AMT) in Q3 2025, closing a stake of 10,664 shares — an estimated $2.39M sold.

Insight Wealth Strategies first reported a position in AMT in Q1 2019 and held it in 26 quarters. The position peaked at $2.52M in Q3 2024. 1,799 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Insight Wealth Strategies reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 10,664 American Tower shares in Q3 2025, an estimated $2.39M.
  • Insight Wealth Strategies first reported a position in American Tower in Q1 2019 and held it in 26 quarters.
  • Insight Wealth Strategies's American Tower position peaked at $2.52M in Q3 2024.
  • 1,799 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Insight Wealth Strategies's 13F filing for Q3 2025, filed 6 Oct 2025.