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North Berkeley Wealth Management’s American Tower AMT Stock Holding History

North Berkeley 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
Q4 		– Sell
-1,074
Closed -$207K – 76
2025
Q3 		$207K Hold
1,074
– – 0.16% 64
2025
Q2 		$237K Buy
+1,074
New +$232K 0.22% 58

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

North Berkeley Wealth Management's AMT Position: Q4 2025 in Review

North Berkeley Wealth Management sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,074 shares — an estimated $207K sold.

North Berkeley Wealth Management first reported a position in AMT in Q2 2025 and held it in 2 quarters. The position peaked at $237K in Q2 2025. 1,778 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • North Berkeley Wealth Management reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • North Berkeley Wealth Management sold 1,074 American Tower shares in Q4 2025, an estimated $207K.
  • North Berkeley Wealth Management first reported a position in American Tower in Q2 2025 and held it in 2 quarters.
  • North Berkeley Wealth Management's American Tower position peaked at $237K in Q2 2025.
  • 1,778 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on North Berkeley Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.