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Triad Wealth Partners’s American Tower AMT Stock Holding History

Triad 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 		– Sell
-1,449
Closed -$250K – 559
2026
Q1 		$250K Buy
1,449
+152
+12% +$27.4K 0.02% 429
2025
Q4 		$228K Buy
1,297
+214
+20% +$38.9K 0.02% 436
2025
Q3 		$208K Buy
+1,083
New +$226K 0.03% 363
2024
Q3 		– Sell
-23
Closed -$4.47K – 84
2024
Q2 		$4.47K Buy
+23
New +$4.3K ﹤0.01% 595

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

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

Triad Wealth Partners sold out of American Tower (AMT) in Q2 2026, closing a stake of 1,449 shares — an estimated $250K sold.

Triad Wealth Partners first reported a position in AMT in Q2 2024 and held it in 4 quarters. The position peaked at $250K in Q1 2026. 1,754 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Triad Wealth Partners reported no remaining American Tower position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 1,449 American Tower shares in Q2 2026, an estimated $250K.
  • Triad Wealth Partners first reported a position in American Tower in Q2 2024 and held it in 4 quarters.
  • Triad Wealth Partners's American Tower position peaked at $250K in Q1 2026.
  • 1,754 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.