NWWA
AMT icon

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
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 $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

New Wave Wealth Advisors's AMT Position: Q1 2026 in Review

New Wave Wealth Advisors opened a new position in American Tower (AMT) in Q1 2026: 1,217 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #181 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in AMT as recently as Q4 2024.

New Wave Wealth Advisors first reported a position in AMT in Q4 2024 and has held it in 2 quarters since. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • New Wave Wealth Advisors held 1,217 shares of American Tower worth $210K as of Q1 2026.
  • American Tower was a new New Wave Wealth Advisors position in Q1 2026.
  • American Tower made up 0.07% of New Wave Wealth Advisors's portfolio in Q1 2026, its #181 holding.
  • New Wave Wealth Advisors first reported a position in American Tower in Q4 2024 and has held it in 2 quarters since.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.