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Prevail Innovative Wealth Advisors’s American Tower AMT Stock Holding History

Prevail Innovative 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 		$8.9M Buy
+54,433
New +$9.8M 1.33% 20
2024
Q3 		– Sell
-21,947
Closed -$4.27M – 163
2024
Q2 		$4.27M Buy
21,947
+11,088
+102% +$2.07M 1.51% 12
2024
Q1 		$2.15M Buy
+10,859
New +$2.16M 0.8% 53

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

Prevail Innovative Wealth Advisors's AMT Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in American Tower (AMT) in Q2 2026: 54,433 shares worth $8.9M. The stake represents 1.33% of the portfolio and ranks #20 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in AMT as recently as Q2 2024.

Prevail Innovative Wealth Advisors first reported a position in AMT in Q1 2024 and has held it in 3 quarters since. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 54,433 shares of American Tower worth $8.9M as of Q2 2026.
  • American Tower was a new Prevail Innovative Wealth Advisors position in Q2 2026.
  • American Tower made up 1.33% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Prevail Innovative Wealth Advisors first reported a position in American Tower in Q1 2024 and has held it in 3 quarters since.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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