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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Moss Adams Wealth Advisors's AMT Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its American Tower (AMT) stake by 19% in Q1 2026, buying an estimated $67.1K and bringing the position to 2,297 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #168.

Moss Adams Wealth Advisors first reported a position in AMT in Q3 2024 and has held it in 7 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Moss Adams Wealth Advisors held 2,297 shares of American Tower worth $396K as of Q1 2026.
  • Moss Adams Wealth Advisors bought 373 American Tower shares in Q1 2026, an estimated $67.1K.
  • American Tower made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #168 holding.
  • Moss Adams Wealth Advisors first reported a position in American Tower in Q3 2024 and has held it in 7 quarters since.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.