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OneAscent Investment Solutions’s American Tower AMT Stock Holding History

OneAscent Investment Solutions’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 		$212K Sell
1,296
-366
-22% -$65.9K 0.2% 128
2026
Q1 		$287K Hold
1,662
– – 0.29% 104
2025
Q4 		$292K Hold
1,662
– – 0.31% 94
2025
Q3 		$320K Buy
1,662
+454
+38% +$94.6K 0.34% 88
2025
Q2 		$267K Sell
1,208
-8
-0.7% -$1.73K 0.29% 105
2025
Q1 		$265K Buy
+1,216
New +$239K 0.31% 89

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

OneAscent Investment Solutions's AMT Position: Q2 2026 in Review

OneAscent Investment Solutions reduced its American Tower (AMT) stake by 22% in Q2 2026, selling an estimated $65.9K and leaving 1,296 shares worth $212K. The position accounts for 0.2% of the portfolio, ranked #128.

OneAscent Investment Solutions first reported a position in AMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $320K in Q3 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • OneAscent Investment Solutions held 1,296 shares of American Tower worth $212K as of Q2 2026.
  • OneAscent Investment Solutions sold 366 American Tower shares in Q2 2026, an estimated $65.9K.
  • American Tower made up 0.2% of OneAscent Investment Solutions's portfolio in Q2 2026, its #128 holding.
  • OneAscent Investment Solutions first reported a position in American Tower in Q1 2025 and has held it in 6 quarters since.
  • OneAscent Investment Solutions's American Tower position peaked at $320K in Q3 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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