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Thrive Wealth Management’s American Tower AMT Stock Holding History

Thrive 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
2026
Q2 		$354K Sell
2,163
-143
-6% -$25.7K 0.04% 167
2026
Q1 		$398K Sell
2,306
-672
-23% -$121K 0.06% 141
2025
Q4 		$523K Sell
2,978
-844
-22% -$154K 0.08% 124
2025
Q3 		$735K Sell
3,822
-27
-0.7% -$5.63K 0.11% 103
2025
Q2 		$851K Sell
3,849
-498
-11% -$108K 0.14% 90
2025
Q1 		$946K Sell
4,347
-8
-0.2% -$1.57K 0.18% 71
2024
Q4 		$799K Sell
4,355
-1,005
-19% -$208K 0.14% 85
2024
Q3 		$1.25M Buy
5,360
+107
+2% +$23.7K 0.23% 52
2024
Q2 		$1.02M Sell
5,253
-2
-0% -$374 0.2% 61
2024
Q1 		$1.04M Buy
5,255
+1,060
+25% +$211K 0.21% 61
2023
Q4 		$906K Buy
4,195
+1,686
+67% +$319K 0.2% 64
2023
Q3 		$413K Sell
2,509
-1,783
-42% -$326K 0.11% 103
2023
Q2 		$832K Buy
4,292
+720
+20% +$141K 0.22% 65
2023
Q1 		$730K Buy
3,572
+548
+18% +$115K 0.19% 68
2022
Q4 		$641K Sell
3,024
-75
-2% -$15.6K 0.18% 73
2022
Q3 		$665K Buy
3,099
+506
+20% +$130K 0.23% 59
2022
Q2 		$663K Buy
2,593
+725
+39% +$182K 0.23% 53
2022
Q1 		$469K Sell
1,868
-186
-9% -$45.4K 0.14% 86
2021
Q4 		$601K Buy
+2,054
New +$561K 0.21% 58

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

Thrive Wealth Management's AMT Position: Q2 2026 in Review

Thrive Wealth Management reduced its American Tower (AMT) stake by 6.2% in Q2 2026, selling an estimated $25.7K and leaving 2,163 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #167.

Thrive Wealth Management first reported a position in AMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q3 2024. 1,749 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Thrive Wealth Management held 2,163 shares of American Tower worth $354K as of Q2 2026.
  • Thrive Wealth Management sold 143 American Tower shares in Q2 2026, an estimated $25.7K.
  • American Tower made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Thrive Wealth Management first reported a position in American Tower in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's American Tower position peaked at $1.25M in Q3 2024.
  • 1,749 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.