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Mosaic Financial Group’s American Tower AMT Stock Holding History

Mosaic Financial Group’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
Q4 		– Sell
-1,052
Closed -$202K – 126
2025
Q3 		$202K Hold
1,052
– – 0.14% 119
2025
Q2 		$233K Sell
1,052
-22
-2% -$4.75K 0.18% 104
2025
Q1 		$234K Sell
1,074
-149
-12% -$29.2K 0.19% 104
2024
Q4 		$224K Hold
1,223
– – 0.16% 107
2024
Q3 		$284K Hold
1,223
– – 0.2% 92
2024
Q2 		$238K Buy
1,223
+34
+3% +$6.36K 0.17% 106
2024
Q1 		$235K Buy
+1,189
New +$237K 0.19% 104

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mosaic Financial Group's AMT Position: Q4 2025 in Review

Mosaic Financial Group sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,052 shares — an estimated $202K sold.

Mosaic Financial Group first reported a position in AMT in Q1 2024 and held it in 7 quarters. The position peaked at $284K in Q3 2024. 1,779 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Mosaic Financial Group reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Mosaic Financial Group sold 1,052 American Tower shares in Q4 2025, an estimated $202K.
  • Mosaic Financial Group first reported a position in American Tower in Q1 2024 and held it in 7 quarters.
  • Mosaic Financial Group's American Tower position peaked at $284K in Q3 2024.
  • 1,779 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Mosaic Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.