TritonPoint Wealth’s American Tower AMT Stock Holding History

TritonPoint Wealth’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
2025 Q4	–	Sell	-1,038	Closed	-$201K	–	276
2025 Q3	$201K	Sell	1,038 -39	-4%	-$8.13K	0.02%	344
2025 Q2	$240K	Buy	1,077 +66	+7%	+$14.2K	0.02%	314
2025 Q1	$220K	Buy	+1,011	New	+$198K	0.02%	326
2024 Q4	–	Sell	-875	Closed	-$202K	–	333
2024 Q3	$202K	Buy	+875	New	+$194K	0.02%	324

Other funds holding AMT

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TritonPoint Wealth's AMT Position: Q4 2025 in Review

TritonPoint Wealth sold out of American Tower (AMT) in Q4 2025, closing a stake of 1,038 shares — an estimated $201K sold.

TritonPoint Wealth first reported a position in AMT in Q3 2024 and held it in 4 quarters. The position peaked at $240K in Q2 2025. 1,775 funds tracked by Wall St. Rank hold AMT as of Q4 2025.

TritonPoint Wealth reported no remaining American Tower position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 1,038 American Tower shares in Q4 2025, an estimated $201K.
TritonPoint Wealth first reported a position in American Tower in Q3 2024 and held it in 4 quarters.
TritonPoint Wealth's American Tower position peaked at $240K in Q2 2025.
1,775 funds tracked by Wall St. Rank held American Tower as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.