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Kingswood Wealth Advisors’s American Tower AMT Stock Holding History

Kingswood 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 		– Sell
-1,282
Closed -$221K – 1002
2026
Q1 		$221K Buy
1,282
+139
+12% +$25K 0.01% 842
2025
Q4 		$201K Sell
1,143
-813
-42% -$148K 0.01% 828
2025
Q3 		$376K Sell
1,956
-293
-13% -$61K 0.02% 557
2025
Q2 		$497K Sell
2,249
-192
-8% -$41.5K 0.04% 416
2025
Q1 		$531K Sell
2,441
-3,357
-58% -$659K 0.05% 375
2024
Q4 		$1.06M Sell
5,798
-4,115
-42% -$853K 0.08% 260
2024
Q3 		$2.3M Buy
9,913
+2,285
+30% +$507K 0.16% 141
2024
Q2 		$1.48M Buy
7,628
+2,423
+47% +$453K 0.13% 157
2024
Q1 		$1.03M Sell
5,205
-3,703
-42% -$738K 0.12% 199
2023
Q4 		$1.92M Buy
8,908
+6,472
+266% +$1.22M 0.22% 108
2023
Q3 		$401K Buy
+2,436
New +$445K 0.07% 285

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

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

Kingswood Wealth Advisors sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,282 shares — an estimated $221K sold.

Kingswood Wealth Advisors first reported a position in AMT in Q3 2023 and held it in 11 quarters. The position peaked at $2.3M in Q3 2024. 1,742 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,282 American Tower shares in Q2 2026, an estimated $221K.
  • Kingswood Wealth Advisors first reported a position in American Tower in Q3 2023 and held it in 11 quarters.
  • Kingswood Wealth Advisors's American Tower position peaked at $2.3M in Q3 2024.
  • 1,742 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.