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 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%	+$46.9K	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

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

United Advisor Group's AMT Position: Q2 2026 in Review

United Advisor Group increased its American Tower (AMT) stake by 9.6% in Q2 2026, buying an estimated $89.3K and bringing the position to 5,640 shares worth $923K. The position accounts for 0.1% of the portfolio, ranked #228.

United Advisor Group first reported a position in AMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $939K in Q2 2025. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

United Advisor Group held 5,640 shares of American Tower worth $923K as of Q2 2026.
United Advisor Group bought 496 American Tower shares in Q2 2026, an estimated $89.3K.
American Tower made up 0.1% of United Advisor Group's portfolio in Q2 2026, its #228 holding.
United Advisor Group first reported a position in American Tower in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's American Tower position peaked at $939K in Q2 2025.
1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.