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PlanVest Financial’s American Tower AMT Stock Holding History

PlanVest Financial’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 		$32.4K Hold
198
– – 0.02% 281
2026
Q1 		$34.2K Buy
+198
New +$35.6K 0.03% 258

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

PlanVest Financial's AMT Position: Q2 2026 in Review

PlanVest Financial held its American Tower (AMT) position steady in Q2 2026 at 198 shares worth $32.4K. The position accounts for 0.02% of the portfolio, ranked #281.

PlanVest Financial first reported a position in AMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $34.2K in Q1 2026. 1,711 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • PlanVest Financial held 198 shares of American Tower worth $32.4K as of Q2 2026.
  • PlanVest Financial left its American Tower share count unchanged in Q2 2026.
  • American Tower made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #281 holding.
  • PlanVest Financial first reported a position in American Tower in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's American Tower position peaked at $34.2K in Q1 2026.
  • 1,711 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.