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SOA Wealth Advisors’s American Tower AMT Stock Holding History

SOA Wealth 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 		$24.8K Hold
151
– – ﹤0.01% 492
2026
Q1 		$26K Buy
151
+1
+0.7% +$180 ﹤0.01% 461
2025
Q4 		$26.4K Sell
150
-55
-27% -$10K ﹤0.01% 459
2025
Q3 		$39.4K Buy
205
+55
+37% +$11.5K 0.01% 410
2025
Q2 		$33.2K Hold
150
– – 0.01% 427
2025
Q1 		$32.6K Hold
150
– – 0.01% 395
2024
Q4 		$27.5K Hold
150
– – 0.01% 407
2024
Q3 		$34.9K Hold
150
– – 0.01% 370
2024
Q2 		$29.2K Hold
150
– – 0.01% 382
2024
Q1 		$29.6K Buy
+150
New +$29.9K 0.01% 380
2022
Q1 		– Sell
-86
Closed -$25K – 892
2021
Q4 		$25K Hold
86
– – 0.01% 401
2021
Q3 		$22K Hold
86
– – 0.01% 437
2021
Q2 		$23K Buy
+86
New +$21.9K 0.01% 428

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

SOA Wealth Advisors's AMT Position: Q2 2026 in Review

SOA Wealth Advisors held its American Tower (AMT) position steady in Q2 2026 at 151 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

SOA Wealth Advisors first reported a position in AMT in Q2 2021 and has held it in 13 quarters since. The position peaked at $39.4K in Q3 2025. 1,751 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • SOA Wealth Advisors held 151 shares of American Tower worth $24.8K as of Q2 2026.
  • SOA Wealth Advisors left its American Tower share count unchanged in Q2 2026.
  • American Tower made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #492 holding.
  • SOA Wealth Advisors first reported a position in American Tower in Q2 2021 and has held it in 13 quarters since.
  • SOA Wealth Advisors's American Tower position peaked at $39.4K in Q3 2025.
  • 1,751 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.