OneDigital Investment Advisors’s American Tower AMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.29M Sell
7,502
-436
-5% -$78.5K 0.01% 602
2025
Q4
$1.39M Sell
7,938
-131
-2% -$23.8K 0.01% 571
2025
Q3
$1.55M Sell
8,069
-432
-5% -$90K 0.02% 517
2025
Q2
$1.88M Sell
8,501
-389
-4% -$84K 0.02% 447
2025
Q1
$1.93M Sell
8,890
-242
-3% -$47.5K 0.02% 415
2024
Q4
$1.67M Sell
9,132
-296
-3% -$61.3K 0.02% 464
2024
Q3
$2.19M Sell
9,428
-219
-2% -$48.6K 0.03% 417
2024
Q2
$1.88M Buy
9,647
+2,831
+42% +$529K 0.02% 437
2024
Q1
$1.35M Sell
6,816
-2,531
-27% -$504K 0.02% 423
2023
Q4
$2.02M Buy
9,347
+3,007
+47% +$568K 0.04% 311
2023
Q3
$1.04M Sell
6,340
-340
-5% -$62.1K 0.02% 413
2023
Q2
$1.3M Buy
6,680
+350
+6% +$68.4K 0.03% 358
2023
Q1
$1.29M Buy
6,330
+773
+14% +$162K 0.03% 346
2022
Q4
$1.18M Buy
5,557
+886
+19% +$184K 0.03% 325
2022
Q3
$1M Buy
4,671
+688
+17% +$177K 0.04% 291
2022
Q2
$1.02M Buy
3,983
+204
+5% +$51.2K 0.04% 252
2022
Q1
$949K Buy
3,779
+1,477
+64% +$360K 0.04% 285
2021
Q4
$673K Sell
2,302
-1,129
-33% -$308K 0.02% 359
2021
Q3
$911K Buy
3,431
+746
+28% +$213K 0.04% 288
2021
Q2
$725K Buy
2,685
+127
+5% +$32.4K 0.03% 322
2021
Q1
$611K Sell
2,558
-549
-18% -$122K 0.03% 338
2020
Q4
$697K Buy
3,107
+35
+1% +$8.14K 0.04% 286
2020
Q3
$743K Buy
3,072
+655
+27% +$166K 0.05% 236
2020
Q2
$625K Buy
2,417
+160
+7% +$39.6K 0.05% 270
2020
Q1
$492K Buy
2,257
+676
+43% +$157K 0.04% 284
2019
Q4
$363K Sell
1,581
-129
-8% -$28.1K 0.03% 371
2019
Q3
$378K Sell
1,710
-504
-23% -$110K 0.03% 330
2019
Q2
$452K Buy
2,214
+1,394
+170% +$280K 0.04% 271
2019
Q1
$162K Buy
820
+58
+8% +$10.2K 0.02% 307
2018
Q4
$121K Sell
762
-56
-7% -$8.76K 0.02% 312
2018
Q3
$119K Sell
818
-351
-30% -$51.5K 0.03% 254
2018
Q2
$168K Buy
1,169
+121
+12% +$16.8K 0.04% 243
2018
Q1
$152K Sell
1,048
-380
-27% -$53.5K 0.03% 267
2017
Q4
$203K Buy
1,428
+483
+51% +$69K 0.02% 231
2017
Q3
$129K Buy
945
+2
+0.2% +$278 0.05% 190
2017
Q2
$125K Buy
+943
New +$121K 0.04% 268

Other funds holding AMT

OneDigital Investment Advisors's AMT Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its American Tower (AMT) stake by 5.5% in Q1 2026, selling an estimated $78.5K and leaving 7,502 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #602.

OneDigital Investment Advisors first reported a position in AMT in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.19M in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • OneDigital Investment Advisors held 7,502 shares of American Tower worth $1.29M as of Q1 2026.
  • OneDigital Investment Advisors sold 436 American Tower shares in Q1 2026, an estimated $78.5K.
  • American Tower made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #602 holding.
  • OneDigital Investment Advisors first reported a position in American Tower in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's American Tower position peaked at $2.19M in Q3 2024.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.