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Mirabella Financial Services’s American Tower AMT Stock Holding History

Mirabella Financial 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
2025
Q2 		– Sell
-3,737
Closed -$820K – 211
2025
Q1 		$820K Sell
3,737
-14,914
-80% -$2.93M 0.03% 185
2024
Q4 		$3.42M Buy
+18,651
New +$3.86M 0.31% 64
2023
Q4 		– Sell
-3,263
Closed -$537K – 425
2023
Q3 		$537K Buy
+3,263
New +$596K 0.07% 215
2022
Q4 		– Sell
-1,624
Closed -$347K – 387
2022
Q3 		$347K Buy
+1,624
New +$417K 0.04% 204
2022
Q1 		– Sell
-1,028
Closed -$301K – 531
2021
Q4 		$301K Buy
+1,028
New +$281K 0.03% 294
2021
Q3 		– Sell
-24,262
Closed -$9.51M – 427
2021
Q2 		$9.51M Buy
24,262
+9,225
+61% +$2.35M 1.7% 9
2021
Q1 		$7.11M Sell
15,037
-10,521
-41% -$2.34M 2.2% 8
2020
Q4 		$5.74M Buy
25,558
+16,848
+193% +$3.92M 0.72% 56
2020
Q3 		$3.15M Sell
8,710
-2,509
-22% -$636K 0.43% 37
2020
Q2 		$2.9M Sell
11,219
-7,590
-40% -$1.88M 0.7% 31
2020
Q1 		$4.09M Buy
+18,809
New +$4.38M 2.36% 14

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mirabella Financial Services's AMT Position: Q2 2025 in Review

Mirabella Financial Services sold out of American Tower (AMT) in Q2 2025, closing a stake of 3,737 shares — an estimated $820K sold.

Mirabella Financial Services first reported a position in AMT in Q1 2020 and held it in 11 quarters. The position peaked at $9.51M in Q2 2021. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Mirabella Financial Services reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Mirabella Financial Services sold 3,737 American Tower shares in Q2 2025, an estimated $820K.
  • Mirabella Financial Services first reported a position in American Tower in Q1 2020 and held it in 11 quarters.
  • Mirabella Financial Services's American Tower position peaked at $9.51M in Q2 2021.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Mirabella Financial Services's 13F filing for Q2 2025, filed 13 Aug 2025.