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Kozak & Associates’s American Tower AMT Stock Holding History

Kozak & Associates’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 		$452 Buy
3
+2
+200% +$360 ﹤0.01% 403
2026
Q1 		$129 Hold
1
– – ﹤0.01% 424
2025
Q4 		$119 Sell
1
-14
-93% -$2.55K ﹤0.01% 412
2025
Q3 		$2.65K Sell
15
-257
-94% -$53.5K ﹤0.01% 367
2025
Q2 		$60.3K Sell
272
-44
-14% -$9.5K 0.01% 138
2025
Q1 		$68.9K Buy
316
+2
+0.6% +$392 0.02% 114
2024
Q4 		$57.3K Buy
314
+49
+18% +$10.2K 0.01% 126
2024
Q3 		$60.2K Buy
265
+2
+0.8% +$443 0.01% 123
2024
Q2 		$51.2K Hold
263
– – 0.01% 127
2024
Q1 		$51.2K Sell
263
-29
-10% -$5.78K 0.01% 128
2023
Q4 		$60.8K Sell
292
-25
-8% -$4.72K 0.02% 122
2023
Q3 		$50.6K Hold
317
– – 0.02% 136
2023
Q2 		$61.8K Hold
317
– – 0.03% 129
2023
Q1 		$64.8K Hold
317
– – 0.03% 129
2022
Q4 		$67K Hold
317
– – 0.03% 128
2022
Q3 		$60K Hold
317
– – 0.04% 130
2022
Q2 		$81K Hold
317
– – 0.05% 121
2022
Q1 		$74K Hold
317
– – 0.05% 131
2021
Q4 		$74K Buy
317
+25
+9% +$6.83K 0.05% 131
2021
Q3 		$76K Buy
+292
New +$83.2K 0.04% 126

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
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
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Kozak & Associates's AMT Position: Q2 2026 in Review

Kozak & Associates increased its American Tower (AMT) stake by 200% in Q2 2026, buying an estimated $360 and bringing the position to 3 shares worth $452. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Kozak & Associates first reported a position in AMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $81K in Q2 2022. 264 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Kozak & Associates held 3 shares of American Tower worth $452 as of Q2 2026.
  • Kozak & Associates bought 2 American Tower shares in Q2 2026, an estimated $360.
  • American Tower made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #403 holding.
  • Kozak & Associates first reported a position in American Tower in Q3 2021 and has held it in 20 quarters since.
  • Kozak & Associates's American Tower position peaked at $81K in Q2 2022.
  • 264 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.