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Quotient Wealth Partners’s American Tower AMT Stock Holding History

Quotient 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
2026
Q2 		$341K Buy
2,084
+222
+12% +$40K 0.01% 276
2026
Q1 		$321K Buy
1,862
+284
+18% +$51.1K 0.01% 268
2025
Q4 		$277K Sell
1,578
-470
-23% -$85.5K 0.01% 289
2025
Q3 		$394K Sell
2,048
-472
-19% -$98.3K 0.01% 238
2025
Q2 		$557K Buy
2,520
+38
+2% +$8.2K 0.02% 169
2025
Q1 		$540K Sell
2,482
-193
-7% -$37.9K 0.02% 168
2024
Q4 		$491K Sell
2,675
-704
-21% -$146K 0.02% 175
2024
Q3 		$786K Sell
3,379
-37
-1% -$8.2K 0.03% 126
2024
Q2 		$664K Buy
3,416
+1,154
+51% +$216K 0.02% 139
2024
Q1 		$447K Buy
2,262
+839
+59% +$167K 0.02% 183
2023
Q4 		$307K Buy
+1,423
New +$269K 0.01% 223

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

Quotient Wealth Partners's AMT Position: Q2 2026 in Review

Quotient Wealth Partners increased its American Tower (AMT) stake by 12% in Q2 2026, buying an estimated $40K and bringing the position to 2,084 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #276.

Quotient Wealth Partners first reported a position in AMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $786K in Q3 2024. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Quotient Wealth Partners held 2,084 shares of American Tower worth $341K as of Q2 2026.
  • Quotient Wealth Partners bought 222 American Tower shares in Q2 2026, an estimated $40K.
  • American Tower made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #276 holding.
  • Quotient Wealth Partners first reported a position in American Tower in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's American Tower position peaked at $786K in Q3 2024.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.