Moss Adams Wealth Advisors’s American Tower AMT Stock Holding History

Moss Adams 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	$351K	Sell	2,123 -174	-8%	-$31.3K	0.02%	197
2026 Q1	$396K	Buy	2,297 +373	+19%	+$67.1K	0.03%	168
2025 Q4	$341K	Buy	1,924 +228	+13%	+$41.5K	0.02%	181
2025 Q3	$329K	Sell	1,696 -70	-4%	-$14.6K	0.03%	179
2025 Q2	$393K	Buy	1,766 +362	+26%	+$78.2K	0.04%	155
2025 Q1	$306K	Buy	1,404 +209	+17%	+$41K	0.03%	162
2024 Q4	$221K	Buy	1,195 +127	+12%	+$26.3K	0.02%	186
2024 Q3	$248K	Buy	+1,068	New	+$237K	0.03%	169

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Moss Adams Wealth Advisors's AMT Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its American Tower (AMT) stake by 7.6% in Q2 2026, selling an estimated $31.3K and leaving 2,123 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #197.

Moss Adams Wealth Advisors first reported a position in AMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $396K in Q1 2026. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Moss Adams Wealth Advisors held 2,123 shares of American Tower worth $351K as of Q2 2026.
Moss Adams Wealth Advisors sold 174 American Tower shares in Q2 2026, an estimated $31.3K.
American Tower made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #197 holding.
Moss Adams Wealth Advisors first reported a position in American Tower in Q3 2024 and has held it in 8 quarters since.
Moss Adams Wealth Advisors's American Tower position peaked at $396K in Q1 2026.
1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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