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Opal Wealth Advisors’s American Tower AMT Stock Holding History

Opal Wealth Advisors’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
-362
Closed -$62.5K – 245
2026
Q1 		$62.5K Buy
+362
New +$65.1K 0.01% 360
2025
Q3 		– Sell
-448
Closed -$99K – 213
2025
Q2 		$99K Buy
448
+37
+9% +$7.99K 0.03% 273
2025
Q1 		$89.4K Buy
+411
New +$80.6K 0.03% 286
2024
Q3 		– Sell
-492
Closed -$95.6K – 239
2024
Q2 		$95.6K Buy
+492
New +$92K 0.03% 276

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Opal Wealth Advisors's AMT Position: Q2 2026 in Review

Opal Wealth Advisors sold out of American Tower (AMT) in Q2 2026, closing a stake of 362 shares — an estimated $62.5K sold.

Opal Wealth Advisors first reported a position in AMT in Q2 2024 and held it in 4 quarters. The position peaked at $99K in Q2 2025. 306 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Opal Wealth Advisors reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 362 American Tower shares in Q2 2026, an estimated $62.5K.
  • Opal Wealth Advisors first reported a position in American Tower in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's American Tower position peaked at $99K in Q2 2025.
  • 306 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.