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Napa Wealth Management’s American Tower AMT Stock Holding History

Napa 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
-11,963
Closed -$2.64M – 150
2025
Q2 		$2.64M Buy
+11,963
New +$2.58M 1.26% 25
2024
Q4 		– Sell
-1,507
Closed -$350K – 174
2024
Q3 		$350K Buy
1,507
+182
+14% +$40.4K 0.17% 119
2024
Q2 		$258K Sell
1,325
-43
-3% -$8.04K 0.17% 91
2024
Q1 		$270K Sell
1,368
-9
-0.7% -$1.79K 0.14% 55
2023
Q4 		$297K Buy
+1,377
New +$260K 0.16% 91

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Napa Wealth Management sold out of American Tower (AMT) in Q3 2025, closing a stake of 11,963 shares — an estimated $2.64M sold.

Napa Wealth Management first reported a position in AMT in Q4 2023 and held it in 5 quarters. The position peaked at $2.64M in Q2 2025. 1,795 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

  • Napa Wealth Management reported no remaining American Tower position as of Q3 2025 after selling out during the quarter.
  • Napa Wealth Management sold 11,963 American Tower shares in Q3 2025, an estimated $2.64M.
  • Napa Wealth Management first reported a position in American Tower in Q4 2023 and held it in 5 quarters.
  • Napa Wealth Management's American Tower position peaked at $2.64M in Q2 2025.
  • 1,795 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.