NWWA
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New Wave Wealth Advisors’s American Tower AMT Stock Holding History

New Wave 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 		– Sell
-1,217
Closed -$210K – 207
2026
Q1 		$210K Buy
+1,217
New +$219K 0.07% 181
2025
Q1 		– Sell
-4
Closed -$734 – 159
2024
Q4 		$734 Buy
+4
New +$829 ﹤0.01% 650

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

New Wave Wealth Advisors's AMT Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,217 shares — an estimated $210K sold.

New Wave Wealth Advisors first reported a position in AMT in Q4 2024 and held it in 2 quarters. The position peaked at $210K in Q1 2026. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • New Wave Wealth Advisors reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,217 American Tower shares in Q2 2026, an estimated $210K.
  • New Wave Wealth Advisors first reported a position in American Tower in Q4 2024 and held it in 2 quarters.
  • New Wave Wealth Advisors's American Tower position peaked at $210K in Q1 2026.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.