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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
2024
Q4 		– Sell
-1,399
Closed -$325K – 144
2024
Q3 		$325K Buy
+1,399
New +$310K 0.08% 88
2024
Q2 		– Sell
-1,399
Closed -$276K – 125
2024
Q1 		$276K Buy
+1,399
New +$279K 0.09% 90

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

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.