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Orographic Financial Advisors’s American Tower AMT Stock Holding History

Orographic Financial 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 		$1.62M Buy
9,485
+390
+4% +$70.2K 1.07% 30
2026
Q1 		$1.57M Buy
+9,095
New +$1.64M 1.11% 29

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

Orographic Financial Advisors's AMT Position: Q2 2026 in Review

Orographic Financial Advisors increased its American Tower (AMT) stake by 4.3% in Q2 2026, buying an estimated $70.2K and bringing the position to 9,485 shares worth $1.62M. The position accounts for 1.07% of the portfolio, ranked #30.

Orographic Financial Advisors first reported a position in AMT in Q1 2026 and has held it in 2 quarters since. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Orographic Financial Advisors held 9,485 shares of American Tower worth $1.62M as of Q2 2026.
  • Orographic Financial Advisors bought 390 American Tower shares in Q2 2026, an estimated $70.2K.
  • American Tower made up 1.07% of Orographic Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Orographic Financial Advisors first reported a position in American Tower in Q1 2026 and has held it in 2 quarters since.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.