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Olistico Wealth’s American Tower AMT Stock Holding History

Olistico Wealth’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
Q3 		$21.8K Hold
133
– – 0.01% 220
2026
Q2 		$21.8K Hold
133
– – 0.01% 212
2026
Q1 		$23K Hold
133
– – 0.01% 205
2025
Q4 		$23.4K Buy
+133
New +$24.2K 0.01% 207
2025
Q3 		– Sell
-133
Closed -$29.4K – 107
2025
Q2 		$29.4K Hold
133
– – 0.02% 202
2025
Q1 		$28.9K Hold
133
– – 0.02% 190
2024
Q4 		$24.4K Sell
133
-46
-26% -$9.5K 0.01% 200
2024
Q3 		$41.8K Sell
179
-31
-15% -$6.87K 0.03% 169
2024
Q2 		$40.7K Buy
+210
New +$39.3K 0.03% 173

Other funds holding AMT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Quintet Private Bank (Europe)
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Olistico Wealth's AMT Position: Q3 2026 in Review

Olistico Wealth held its American Tower (AMT) position steady in Q3 2026 at 133 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #220.

Olistico Wealth first reported a position in AMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $41.8K in Q3 2024. 335 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Olistico Wealth held 133 shares of American Tower worth $21.8K as of Q3 2026.
  • Olistico Wealth left its American Tower share count unchanged in Q3 2026.
  • American Tower made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #220 holding.
  • Olistico Wealth first reported a position in American Tower in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's American Tower position peaked at $41.8K in Q3 2024.
  • 335 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.