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Precedent Wealth Partners’s American Tower AMT Stock Holding History

Precedent Wealth Partners’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
2025
Q4 		– Sell
-1,074
Closed -$207K – 172
2025
Q3 		$207K Sell
1,074
-169
-14% -$35.2K 0.05% 166
2025
Q2 		$275K Hold
1,243
– – 0.07% 153
2025
Q1 		$270K Sell
1,243
-38
-3% -$7.46K 0.08% 141
2024
Q4 		$235K Buy
1,281
+58
+5% +$12K 0.08% 141
2024
Q3 		$284K Buy
1,223
+4
+0.3% +$887 0.09% 133
2024
Q2 		$237K Sell
1,219
-131
-10% -$24.5K 0.1% 131
2024
Q1 		$267K Hold
1,350
– – 0.11% 122
2023
Q4 		$291K Buy
+1,350
New +$255K 0.15% 114

Other funds holding AMT

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Precedent Wealth Partners's AMT Position: Q4 2025 in Review

Precedent Wealth Partners sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,074 shares — an estimated $207K sold.

Precedent Wealth Partners first reported a position in AMT in Q4 2023 and held it in 8 quarters. The position peaked at $291K in Q4 2023. 1,774 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

  • Precedent Wealth Partners reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
  • Precedent Wealth Partners sold 1,074 American Tower shares in Q4 2025, an estimated $207K.
  • Precedent Wealth Partners first reported a position in American Tower in Q4 2023 and held it in 8 quarters.
  • Precedent Wealth Partners's American Tower position peaked at $291K in Q4 2023.
  • 1,774 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on Precedent Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.