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True Wealth Design’s American Tower AMT Stock Holding History

True Wealth Design’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 		$176K Buy
1,078
+863
+401% +$155K 0.04% 136
2026
Q1 		$37.1K Sell
215
-218
-50% -$39.2K 0.01% 484
2025
Q4 		$76K Buy
433
+410
+1,783% +$74.6K 0.02% 231
2025
Q3 		$4.39K Sell
23
-9
-28% -$1.88K ﹤0.01% 1130
2025
Q2 		$7.04K Buy
32
+10
+45% +$2.16K ﹤0.01% 692
2025
Q1 		$4.75K Buy
22
+9
+69% +$1.77K ﹤0.01% 700
2024
Q4 		$2.36K Buy
+13
New +$2.69K ﹤0.01% 695

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

True Wealth Design's AMT Position: Q2 2026 in Review

True Wealth Design increased its American Tower (AMT) stake by 401% in Q2 2026, buying an estimated $155K and bringing the position to 1,078 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #136.

True Wealth Design first reported a position in AMT in Q4 2024 and has held it in 7 quarters since. 306 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • True Wealth Design held 1,078 shares of American Tower worth $176K as of Q2 2026.
  • True Wealth Design bought 863 American Tower shares in Q2 2026, an estimated $155K.
  • American Tower made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #136 holding.
  • True Wealth Design first reported a position in American Tower in Q4 2024 and has held it in 7 quarters since.
  • 306 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.