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MorganRosel Wealth Management’s American Tower AMT Stock Holding History

MorganRosel Wealth Management’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
-2
Closed -$442 – 118
2025
Q2 		$442 Hold
2
– – ﹤0.01% 342
2025
Q1 		$435 Buy
+2
New +$392 ﹤0.01% 333

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

MorganRosel Wealth Management's AMT Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of American Tower (AMT) in Q3 2025, closing a stake of 2 shares — an estimated $442 sold.

MorganRosel Wealth Management first reported a position in AMT in Q1 2025 and held it in 2 quarters. The position peaked at $442 in Q2 2025. 1,799 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2 American Tower shares in Q3 2025, an estimated $442.
  • MorganRosel Wealth Management first reported a position in American Tower in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's American Tower position peaked at $442 in Q2 2025.
  • 1,799 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.