Paladin Advisory Group’s American Tower AMT Stock Holding History

Paladin Advisory Group’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 Q3	$149K	Hold	911	–	–	0.1%	96
2026 Q2	$149K	Hold	911	–	–	0.1%	100
2026 Q1	$157K	Sell	911 -326	-26%	-$58.7K	0.12%	98
2025 Q4	$217K	Buy	1,237 +82	+7%	+$14.9K	0.16%	78
2025 Q3	$222K	Sell	1,155 -615	-35%	-$128K	0.17%	73
2025 Q2	$391K	Sell	1,770 -530	-23%	-$114K	0.3%	59
2025 Q1	$500K	Hold	2,300	–	–	0.4%	47
2024 Q4	$422K	Hold	2,300	–	–	0.32%	54
2024 Q3	$535K	Hold	2,300	–	–	0.39%	47
2024 Q2	$446K	Hold	2,300	–	–	0.35%	54
2024 Q1	$444K	Sell	2,300 -104	-4%	-$20.7K	0.35%	53
2023 Q4	$519K	Sell	2,404 -172	-7%	-$32.5K	0.43%	45
2023 Q3	$424K	Hold	2,576	–	–	0.36%	53
2023 Q2	$500K	Hold	2,576	–	–	0.4%	48
2023 Q1	$526K	Buy	+2,576	New	+$540K	0.44%	47
2022 Q2	–	Sell	-2,576	Closed	-$646K	–	296
2022 Q1	$661K	Buy	+2,576	New	+$629K	0.54%	47

Other funds holding AMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Paladin Advisory Group's AMT Position: Q3 2026 in Review

Paladin Advisory Group held its American Tower (AMT) position steady in Q3 2026 at 911 shares worth $149K. The position accounts for 0.1% of the portfolio, ranked #96.

Paladin Advisory Group first reported a position in AMT in Q1 2022 and has held it in 16 quarters since. The position peaked at $661K in Q1 2022. 1,115 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Paladin Advisory Group held 911 shares of American Tower worth $149K as of Q3 2026.
Paladin Advisory Group left its American Tower share count unchanged in Q3 2026.
American Tower made up 0.1% of Paladin Advisory Group's portfolio in Q3 2026, its #96 holding.
Paladin Advisory Group first reported a position in American Tower in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's American Tower position peaked at $661K in Q1 2022.
1,115 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.