OneAscent Financial Services’s American Tower AMT Stock Holding History

OneAscent Financial Services’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 Q2	$251K	Sell	1,534 -272	-15%	-$49K	0.01%	528
2026 Q1	$312K	Buy	1,806 +70	+4%	+$12.6K	0.02%	449
2025 Q4	$305K	Buy	1,736 +609	+54%	+$111K	0.03%	347
2025 Q3	$217K	Sell	1,127 -1,050	-48%	-$219K	0.01%	464
2025 Q2	$485K	Sell	2,177 -232	-10%	-$50.1K	0.03%	315
2025 Q1	$526K	Buy	2,409 +115	+5%	+$22.6K	0.03%	326
2024 Q4	$421K	Buy	+2,294	New	+$475K	0.04%	286
2021 Q4	–	Sell	-1,193	Closed	-$317K	–	140
2021 Q3	$317K	Buy	+1,193	New	+$340K	0.42%	53

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

OneAscent Financial Services's AMT Position: Q2 2026 in Review

OneAscent Financial Services reduced its American Tower (AMT) stake by 15% in Q2 2026, selling an estimated $49K and leaving 1,534 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #528.

OneAscent Financial Services first reported a position in AMT in Q3 2021 and has held it in 8 quarters since. The position peaked at $526K in Q1 2025. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

OneAscent Financial Services held 1,534 shares of American Tower worth $251K as of Q2 2026.
OneAscent Financial Services sold 272 American Tower shares in Q2 2026, an estimated $49K.
American Tower made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #528 holding.
OneAscent Financial Services first reported a position in American Tower in Q3 2021 and has held it in 8 quarters since.
OneAscent Financial Services's American Tower position peaked at $526K in Q1 2025.
1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.