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Sequoia Financial Advisors’s American Tower AMT Stock Holding History

Sequoia Financial Advisors’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 		$2.02M Buy
12,326
+3,221
+35% +$580K 0.01% 637
2026
Q1 		$1.57M Sell
9,105
-1,211
-12% -$218K 0.01% 696
2025
Q4 		$1.81M Buy
10,316
+624
+6% +$114K 0.01% 613
2025
Q3 		$1.86M Sell
9,692
-171
-2% -$35.6K 0.01% 557
2025
Q2 		$2.18M Buy
9,863
+619
+7% +$134K 0.01% 447
2025
Q1 		$2.01M Buy
9,244
+148
+2% +$29K 0.02% 436
2024
Q4 		$1.67M Sell
9,096
-213,240
-96% -$44.2M 0.02% 454
2024
Q3 		$51.7M Sell
222,336
-61
-0% -$13.5K 0.55% 38
2024
Q2 		$43.2M Sell
222,397
-74,880
-25% -$14M 0.52% 41
2024
Q1 		$58.7M Buy
297,277
+196,024
+194% +$39M 0.73% 26
2023
Q4 		$21.9M Buy
101,253
+9,975
+11% +$1.89M 0.27% 79
2023
Q3 		$15M Buy
91,278
+56,940
+166% +$10.4M 0.26% 76
2023
Q2 		$6.66M Buy
34,338
+30,305
+751% +$5.92M 0.11% 132
2023
Q1 		$824K Sell
4,033
-573
-12% -$120K 0.02% 352
2022
Q4 		$976K Buy
4,606
+1,713
+59% +$357K 0.02% 296
2022
Q3 		$621K Sell
2,893
-735
-20% -$189K 0.02% 261
2022
Q2 		$927K Buy
3,628
+613
+20% +$154K 0.03% 242
2022
Q1 		$757K Buy
3,015
+756
+33% +$184K 0.02% 285
2021
Q4 		$661K Buy
+2,259
New +$617K 0.02% 283
2021
Q3 		– Sell
-1,642
Closed -$444K – 268
2021
Q2 		$444K Buy
1,642
+77
+5% +$19.6K 0.02% 298
2021
Q1 		$374K Sell
1,565
-315
-17% -$70.1K 0.02% 301
2020
Q4 		$422K Sell
1,880
-75
-4% -$17.4K 0.02% 276
2020
Q3 		$473K Buy
1,955
+52
+3% +$13.2K 0.02% 235
2020
Q2 		$492K Buy
1,903
+149
+8% +$36.9K 0.03% 217
2020
Q1 		$382K Buy
1,754
+252
+17% +$58.6K 0.03% 225
2019
Q4 		$345K Buy
1,502
+62
+4% +$13.5K 0.02% 278
2019
Q3 		$318K Buy
1,440
+7
+0.5% +$1.53K 0.02% 267
2019
Q2 		$293K Buy
1,433
+54
+4% +$10.9K 0.02% 284
2019
Q1 		$272K Buy
+1,379
New +$242K 0.02% 287

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

Sequoia Financial Advisors's AMT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its American Tower (AMT) stake by 35% in Q2 2026, buying an estimated $580K and bringing the position to 12,326 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #637.

Sequoia Financial Advisors first reported a position in AMT in Q1 2019 and has held it in 29 quarters since. The position peaked at $58.7M in Q1 2024. 1,744 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Sequoia Financial Advisors held 12,326 shares of American Tower worth $2.02M as of Q2 2026.
  • Sequoia Financial Advisors bought 3,221 American Tower shares in Q2 2026, an estimated $580K.
  • American Tower made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #637 holding.
  • Sequoia Financial Advisors first reported a position in American Tower in Q1 2019 and has held it in 29 quarters since.
  • Sequoia Financial Advisors's American Tower position peaked at $58.7M in Q1 2024.
  • 1,744 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.