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OneAscent Wealth Management’s American Tower AMT Stock Holding History

OneAscent Wealth Management’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 		– Sell
-1,307
Closed -$226K – 173
2026
Q1 		$226K Sell
1,307
-18
-1% -$3.24K 0.07% 144
2025
Q4 		$233K Sell
1,325
-45
-3% -$8.19K 0.08% 145
2025
Q3 		$263K Sell
1,370
-12
-0.9% -$2.5K 0.09% 138
2025
Q2 		$305K Buy
1,382
+26
+2% +$5.61K 0.11% 115
2025
Q1 		$295K Buy
1,356
+118
+10% +$23.1K 0.13% 104
2024
Q4 		$227K Buy
1,238
+92
+8% +$19.1K 0.09% 143
2024
Q3 		$267K Buy
+1,146
New +$254K 0.1% 145
2021
Q4 		– Sell
-1,458
Closed -$387K – 88
2021
Q3 		$387K Buy
+1,458
New +$416K 0.44% 51

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 Wealth Management's AMT Position: Q2 2026 in Review

OneAscent Wealth Management sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,307 shares — an estimated $226K sold.

OneAscent Wealth Management first reported a position in AMT in Q3 2021 and held it in 8 quarters. The position peaked at $387K in Q3 2021. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • OneAscent Wealth Management reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,307 American Tower shares in Q2 2026, an estimated $226K.
  • OneAscent Wealth Management first reported a position in American Tower in Q3 2021 and held it in 8 quarters.
  • OneAscent Wealth Management's American Tower position peaked at $387K in Q3 2021.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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