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Kestra Private Wealth Services’s American Tower AMT Stock Holding History

Kestra Private Wealth Services’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 		$2.85M Sell
17,394
-3,037
-15% -$547K 0.03% 486
2026
Q1 		$3.53M Sell
20,431
-14,455
-41% -$2.6M 0.04% 407
2025
Q4 		$6.12M Sell
34,886
-1,435
-4% -$261K 0.08% 270
2025
Q3 		$6.99M Sell
36,321
-1,951
-5% -$406K 0.09% 239
2025
Q2 		$8.46M Buy
38,272
+3,186
+9% +$688K 0.12% 196
2025
Q1 		$7.63M Buy
35,086
+2,949
+9% +$579K 0.13% 180
2024
Q4 		$5.89M Buy
32,137
+1,722
+6% +$357K 0.1% 217
2024
Q3 		$7.07M Buy
30,415
+1,175
+4% +$261K 0.13% 171
2024
Q2 		$5.73M Buy
29,240
+232
+0.8% +$43.4K 0.11% 198
2024
Q1 		$5.73M Buy
29,008
+25,179
+658% +$5.02M 0.13% 178
2023
Q4 		$827K Sell
3,829
-2,812
-42% -$531K 0.02% 575
2023
Q3 		$1.09M Buy
+6,641
New +$1.21M 0.03% 440
2023
Q2 		– Sell
-5,052
Closed -$1.03M – 1089
2023
Q1 		$1.03M Buy
+5,052
New +$1.06M 0.04% 401
2022
Q4 		– Sell
-3,947
Closed -$847K – 899
2022
Q3 		$847K Buy
+3,947
New +$1.01M 0.05% 363
2021
Q4 		– Sell
-3,907
Closed -$1.04M – 988
2021
Q3 		$1.04M Hold
3,907
– – 0.06% 338
2021
Q2 		$1.05M Buy
+3,907
New +$996K 0.06% 316
2021
Q1 		– Sell
-4,503
Closed -$992K – 797
2020
Q4 		$992K Sell
4,503
-8,964
-67% -$2.08M 0.07% 270
2020
Q3 		$3.26M Buy
+13,467
New +$3.41M 0.28% 82

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's AMT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its American Tower (AMT) stake by 15% in Q2 2026, selling an estimated $547K and leaving 17,394 shares worth $2.85M. The position accounts for 0.03% of the portfolio, ranked #486.

Kestra Private Wealth Services first reported a position in AMT in Q3 2020 and has held it in 18 quarters since. The position peaked at $8.46M in Q2 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Kestra Private Wealth Services held 17,394 shares of American Tower worth $2.85M as of Q2 2026.
  • Kestra Private Wealth Services sold 3,037 American Tower shares in Q2 2026, an estimated $547K.
  • American Tower made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #486 holding.
  • Kestra Private Wealth Services first reported a position in American Tower in Q3 2020 and has held it in 18 quarters since.
  • Kestra Private Wealth Services's American Tower position peaked at $8.46M in Q2 2025.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.