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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

United Advisor Group's AMT Position: Q1 2026 in Review

United Advisor Group increased its American Tower (AMT) stake by 15% in Q1 2026, buying an estimated $119K and bringing the position to 5,144 shares worth $888K. The position accounts for 0.11% of the portfolio, ranked #206.

United Advisor Group first reported a position in AMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $939K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

United Advisor Group held 5,144 shares of American Tower worth $888K as of Q1 2026.
United Advisor Group bought 660 American Tower shares in Q1 2026, an estimated $119K.
American Tower made up 0.11% of United Advisor Group's portfolio in Q1 2026, its #206 holding.
United Advisor Group first reported a position in American Tower in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's American Tower position peaked at $939K in Q2 2025.
1,749 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.