Union Savings Bank’s American Tower AMT Stock Holding History

Union Savings Bank’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	$340K	Sell	2,080 -407	-16%	-$73.3K	0.14%	93
2026 Q1	$429K	Sell	2,487 -92	-4%	-$16.6K	0.19%	88
2025 Q4	$453K	Buy	+2,579	New	+$469K	0.2%	87
2025 Q2	$545K	Sell	2,613 -25	-0.9%	-$5.4K	0.25%	68
2025 Q1	$574K	Sell	2,638 -977	-27%	-$192K	0.28%	66
2024 Q4	$663K	Sell	3,615 -494	-12%	-$102K	0.33%	58
2024 Q3	$956K	Sell	4,109 -148	-3%	-$32.8K	0.47%	46
2024 Q2	$827K	Sell	4,257 -287	-6%	-$53.6K	0.43%	53
2024 Q1	$898K	Sell	4,544 -48	-1%	-$9.56K	0.47%	49
2023 Q4	$991K	Sell	4,592 -539	-11%	-$102K	0.56%	44
2023 Q3	$844K	Sell	5,131 -220	-4%	-$40.2K	0.53%	49
2023 Q2	$1.02M	Buy	+5,351	New	+$1.05M	0.61%	41

Other funds holding AMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Union Savings Bank's AMT Position: Q2 2026 in Review

Union Savings Bank reduced its American Tower (AMT) stake by 16% in Q2 2026, selling an estimated $73.3K and leaving 2,080 shares worth $340K. The position accounts for 0.14% of the portfolio, ranked #93.

Union Savings Bank first reported a position in AMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q2 2023. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

Union Savings Bank held 2,080 shares of American Tower worth $340K as of Q2 2026.
Union Savings Bank sold 407 American Tower shares in Q2 2026, an estimated $73.3K.
American Tower made up 0.14% of Union Savings Bank's portfolio in Q2 2026, its #93 holding.
Union Savings Bank first reported a position in American Tower in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's American Tower position peaked at $1.02M in Q2 2023.
1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.