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Root Financial Partners’s American Tower AMT Stock Holding History

Root Financial 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 		$228K Buy
1,396
+1,066
+323% +$192K 0.01% 358
2026
Q1 		$57K Buy
330
+217
+192% +$39K ﹤0.01% 822
2025
Q4 		$19.8K Sell
113
-52
-32% -$9.46K ﹤0.01% 1190
2025
Q3 		$31.7K Buy
+165
New +$34.4K ﹤0.01% 861

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

Root Financial Partners's AMT Position: Q2 2026 in Review

Root Financial Partners increased its American Tower (AMT) stake by 323% in Q2 2026, buying an estimated $192K and bringing the position to 1,396 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #358.

Root Financial Partners first reported a position in AMT in Q3 2025 and has held it in 4 quarters since. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Root Financial Partners held 1,396 shares of American Tower worth $228K as of Q2 2026.
  • Root Financial Partners bought 1,066 American Tower shares in Q2 2026, an estimated $192K.
  • American Tower made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #358 holding.
  • Root Financial Partners first reported a position in American Tower in Q3 2025 and has held it in 4 quarters since.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.