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Robertson Stephens Wealth Management’s American Tower AMT Stock Holding History

Robertson Stephens Wealth Management’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 		$238K Sell
1,440
-12
-0.8% -$2.16K 0.01% 580
2026
Q1 		$251K Buy
1,452
+34
+2% +$6.12K 0.01% 546
2025
Q4 		$251K Buy
1,418
+373
+36% +$67.9K 0.01% 550
2025
Q3 		$203K Sell
1,045
-63
-6% -$13.1K 0.01% 511
2025
Q2 		$247K Sell
1,108
-63
-5% -$13.6K 0.01% 492
2025
Q1 		$255K Sell
1,171
-70
-6% -$13.7K 0.01% 480
2024
Q4 		$229K Sell
1,241
-2,792
-69% -$579K 0.01% 526
2024
Q3 		$938K Buy
+4,033
New +$894K 0.03% 289
2024
Q1 		– Sell
-1,249
Closed -$272K – 492
2023
Q4 		$272K Sell
1,249
-156
-11% -$29.5K 0.02% 396
2023
Q3 		$231K Buy
1,405
+280
+25% +$51.1K 0.02% 407
2023
Q2 		$220K Sell
1,125
-79
-7% -$15.4K 0.02% 398
2023
Q1 		$246K Sell
1,204
-4
-0.3% -$839 0.02% 394
2022
Q4 		$258K Buy
+1,208
New +$251K 0.03% 356
2022
Q3 		– Sell
-992
Closed -$254K – 360
2022
Q2 		$254K Sell
992
-30
-3% -$7.53K 0.02% 316
2022
Q1 		$256K Sell
1,022
-1,284
-56% -$313K 0.02% 340
2021
Q4 		$677K Buy
+2,306
New +$630K 0.06% 228
2021
Q3 		– Sell
-917
Closed -$248K – 311
2021
Q2 		$248K Sell
917
-898
-49% -$229K 0.03% 290
2021
Q1 		$433K Buy
+1,815
New +$404K 0.07% 188

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 $3.38T AUM 44.17% 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

Robertson Stephens Wealth Management's AMT Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its American Tower (AMT) stake by 0.83% in Q2 2026, selling an estimated $2.16K and leaving 1,440 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #580.

Robertson Stephens Wealth Management first reported a position in AMT in Q1 2021 and has held it in 18 quarters since. The position peaked at $938K in Q3 2024. 1,758 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,440 shares of American Tower worth $238K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 12 American Tower shares in Q2 2026, an estimated $2.16K.
  • American Tower made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #580 holding.
  • Robertson Stephens Wealth Management first reported a position in American Tower in Q1 2021 and has held it in 18 quarters since.
  • Robertson Stephens Wealth Management's American Tower position peaked at $938K in Q3 2024.
  • 1,758 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.