United Advisor Group’s American Tower AMT Stock Holding History

United Advisor Group’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 Q3	$1.04M	Buy	6,341 +701	+12%	+$120K	0.1%	217
2026 Q2	$923K	Buy	5,640 +496	+10%	+$89.3K	0.1%	228
2026 Q1	$888K	Buy	5,144 +660	+15%	+$119K	0.11%	206
2025 Q4	$787K	Buy	4,484 +3	+0.1%	+$546	0.1%	213
2025 Q3	$862K	Buy	4,481 +231	+5%	+$48.1K	0.12%	187
2025 Q2	$939K	Buy	4,250 +217	+5%	+$46.8K	0.16%	143
2025 Q1	$878K	Sell	4,033 -22	-0.5%	-$4.32K	0.18%	128
2024 Q4	$744K	Buy	4,055 +951	+31%	+$197K	0.15%	154
2024 Q3	$722K	Buy	3,104 +234	+8%	+$51.9K	0.16%	133
2024 Q2	$558K	Buy	2,870 +1,712	+148%	+$320K	0.17%	122
2024 Q1	$229K	Buy	+1,158	New	+$231K	0.09%	193

Other funds holding AMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

United Advisor Group's AMT Position: Q3 2026 in Review

United Advisor Group increased its American Tower (AMT) stake by 12% in Q3 2026, buying an estimated $120K and bringing the position to 6,341 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #217.

United Advisor Group first reported a position in AMT in Q1 2024 and has held it in 11 quarters since. 948 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

United Advisor Group held 6,341 shares of American Tower worth $1.04M as of Q3 2026.
United Advisor Group bought 701 American Tower shares in Q3 2026, an estimated $120K.
American Tower made up 0.1% of United Advisor Group's portfolio in Q3 2026, its #217 holding.
United Advisor Group first reported a position in American Tower in Q1 2024 and has held it in 11 quarters since.
948 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.