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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Sagespring Wealth Partners increased its American Tower (AMT) stake by 23% in Q2 2026, buying an estimated $211K and bringing the position to 6,269 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #348.

Sagespring Wealth Partners first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q2 2025. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Sagespring Wealth Partners held 6,269 shares of American Tower worth $1.03M as of Q2 2026.
Sagespring Wealth Partners bought 1,170 American Tower shares in Q2 2026, an estimated $211K.
American Tower made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #348 holding.
Sagespring Wealth Partners first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's American Tower position peaked at $1.13M in Q2 2025.
1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

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