Sagespring Wealth Partners’s American Tower AMT Stock Holding History

Sagespring 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 Q3	$1.02M	Sell	6,230 -39	-0.6%	-$6.7K	0.02%	356
2026 Q2	$1.03M	Buy	6,269 +1,170	+23%	+$211K	0.02%	348
2026 Q1	$880K	Buy	5,099 +1,195	+31%	+$215K	0.02%	351
2025 Q4	$685K	Sell	3,904 -719	-16%	-$131K	0.01%	397
2025 Q3	$889K	Sell	4,623 -483	-9%	-$101K	0.02%	321
2025 Q2	$1.13M	Buy	5,106 +828	+19%	+$179K	0.02%	262
2025 Q1	$931K	Buy	4,278 +1,115	+35%	+$219K	0.02%	255
2024 Q4	$580K	Buy	+3,163	New	+$655K	0.02%	315

Other funds holding AMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sagespring Wealth Partners's AMT Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its American Tower (AMT) stake by 0.62% in Q3 2026, selling an estimated $6.7K and leaving 6,230 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #356.

Sagespring Wealth Partners first reported a position in AMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q2 2025. 1,115 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

Sagespring Wealth Partners held 6,230 shares of American Tower worth $1.02M as of Q3 2026.
Sagespring Wealth Partners sold 39 American Tower shares in Q3 2026, an estimated $6.7K.
American Tower made up 0.02% of Sagespring Wealth Partners's portfolio in Q3 2026, its #356 holding.
Sagespring Wealth Partners first reported a position in American Tower in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's American Tower position peaked at $1.13M in Q2 2025.
1,115 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.