Oak Hill Wealth Advisors’s American Tower AMT Stock Holding History

Oak Hill 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
2025 Q3	$736K	Hold	3,826	–	–	0.14%	80
2025 Q2	$844K	Buy	3,826 +2,500	+189%	+$540K	0.18%	68
2025 Q1	$289K	Sell	1,326 -2	-0.2%	-$392	0.07%	114
2024 Q4	$244K	Buy	+1,328	New	+$275K	0.06%	121
2024 Q3	–	Sell	-1,399	Closed	-$310K	–	126
2024 Q2	$272K	Buy	+1,399	New	+$261K	0.08%	92
2024 Q1	–	Sell	-1,399	Closed	-$279K	–	118
2023 Q4	$302K	Hold	1,399	–	–	0.1%	83
2023 Q3	$230K	Sell	1,399 -115	-8%	-$21K	0.09%	94
2023 Q2	$294K	Sell	1,514 -83	-5%	-$16.2K	0.11%	84
2023 Q1	$326K	Sell	1,597 -23	-1%	-$4.83K	0.13%	83
2022 Q4	$343K	Buy	+1,620	New	+$337K	0.14%	79

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oak Hill Wealth Advisors's AMT Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its American Tower (AMT) position steady in Q3 2025 at 3,826 shares worth $736K. The position accounts for 0.14% of the portfolio, ranked #80.

Oak Hill Wealth Advisors first reported a position in AMT in Q4 2022 and has held it in 10 quarters since. The position peaked at $844K in Q2 2025. 1,794 funds tracked by Wall St. Rank hold AMT as of Q3 2025.

Oak Hill Wealth Advisors held 3,826 shares of American Tower worth $736K as of Q3 2025.
Oak Hill Wealth Advisors left its American Tower share count unchanged in Q3 2025.
American Tower made up 0.14% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #80 holding.
Oak Hill Wealth Advisors first reported a position in American Tower in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's American Tower position peaked at $844K in Q2 2025.
1,794 funds tracked by Wall St. Rank held American Tower as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.