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Ruedi Wealth Management’s American Tower AMT Stock Holding History

Ruedi 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
2025
Q2 		– Sell
-81
Closed -$17.6K – 74
2025
Q1 		$17.6K Hold
81
– – 0.01% 134
2024
Q4 		$14.9K Hold
81
– – ﹤0.01% 144
2024
Q3 		$18.8K Sell
81
-21
-21% -$4.66K 0.01% 133
2024
Q2 		$19.8K Buy
102
+42
+70% +$7.85K 0.01% 127
2024
Q1 		$11.9K Buy
+60
New +$12K 0.01% 153

Other funds holding AMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ruedi Wealth Management's AMT Position: Q2 2025 in Review

Ruedi Wealth Management sold out of American Tower (AMT) in Q2 2025, closing a stake of 81 shares — an estimated $17.6K sold.

Ruedi Wealth Management first reported a position in AMT in Q1 2024 and held it in 5 quarters. The position peaked at $19.8K in Q2 2024. 1,849 funds tracked by Wall St. Rank hold AMT as of Q2 2025.

  • Ruedi Wealth Management reported no remaining American Tower position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 81 American Tower shares in Q2 2025, an estimated $17.6K.
  • Ruedi Wealth Management first reported a position in American Tower in Q1 2024 and held it in 5 quarters.
  • Ruedi Wealth Management's American Tower position peaked at $19.8K in Q2 2024.
  • 1,849 funds tracked by Wall St. Rank held American Tower as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.