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United Capital Financial Advisors’s American Tower AMT Stock Holding History

United Capital Financial Advisors’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 		$17.4M Sell
100,725
-4,488
-4% -$808K 0.11% 159
2025
Q4 		$18.5M Sell
105,213
-11,618
-10% -$2.11M 0.11% 156
2025
Q3 		$22.5M Sell
116,831
-6,379
-5% -$1.33M 0.16% 119
2025
Q2 		$27.2M Sell
123,210
-2,021
-2% -$436K 0.22% 98
2025
Q1 		$27.3M Buy
125,231
+2,872
+2% +$563K 0.23% 91
2024
Q4 		$22.4M Sell
122,359
-2,672
-2% -$554K 0.19% 103
2024
Q3 		$29.1M Sell
125,031
-881
-0.7% -$195K 0.24% 88
2024
Q2 		$24.5M Sell
125,912
-15,340
-11% -$2.87M 0.21% 96
2024
Q1 		$27.9M Sell
141,252
-255
-0.2% -$50.8K 0.23% 95
2023
Q4 		$30.5M Buy
141,507
+12,975
+10% +$2.45M 0.25% 89
2023
Q3 		$21.1M Sell
128,532
-6,337
-5% -$1.16M 0.14% 147
2023
Q2 		$26.2M Sell
134,869
-4,009
-3% -$784K 0.14% 131
2023
Q1 		$28.4M Buy
138,878
+785
+0.6% +$165K 0.16% 124
2022
Q4 		$29.3M Sell
138,093
-4,384
-3% -$913K 0.16% 126
2022
Q3 		$30.6M Buy
142,477
+135
+0.1% +$34.7K 0.18% 115
2022
Q2 		$36.4M Buy
142,342
+5,037
+4% +$1.26M 0.2% 102
2022
Q1 		$34.5M Buy
137,305
+4,518
+3% +$1.1M 0.17% 127
2021
Q4 		$38.8M Sell
132,787
-3,653
-3% -$998K 0.18% 118
2021
Q3 		$36.2M Sell
136,440
-224
-0.2% -$63.9K 0.18% 118
2021
Q2 		$36.9M Buy
136,664
+204
+0.1% +$52K 0.19% 115
2021
Q1 		$32.6M Sell
136,460
-3,281
-2% -$731K 0.18% 120
2020
Q4 		$31.4M Buy
139,741
+3,058
+2% +$711K 0.19% 120
2020
Q3 		$33M Sell
136,683
-1,745
-1% -$442K 0.22% 108
2020
Q2 		$35.8M Buy
138,428
+1,449
+1% +$358K 0.26% 92
2020
Q1 		$29.8M Sell
136,979
-6,558
-5% -$1.53M 0.25% 93
2019
Q4 		$33M Sell
143,537
-12,188
-8% -$2.65M 0.21% 104
2019
Q3 		$34.4M Sell
155,725
-13,251
-8% -$2.89M 0.24% 98
2019
Q2 		$34.5M Sell
168,976
-636
-0.4% -$128K 0.23% 105
2019
Q1 		$33.4M Buy
169,612
+22,418
+15% +$3.93M 0.24% 100
2018
Q4 		$23.3M Sell
147,194
-5,089
-3% -$796K 0.19% 118
2018
Q3 		$22.1M Sell
152,283
-497
-0.3% -$72.9K 0.16% 145
2018
Q2 		$22M Sell
152,780
-5,538
-3% -$769K 0.16% 136
2018
Q1 		$23M Sell
158,318
-3,693
-2% -$520K 0.18% 136
2017
Q4 		$23.2M Sell
162,011
-2,389
-1% -$341K 0.18% 125
2017
Q3 		$22.5M Sell
164,400
-4
-0% -$557 0.19% 122
2017
Q2 		$21.8M Buy
164,404
+5,648
+4% +$723K 0.19% 120
2017
Q1 		$19.3M Buy
158,756
+236
+0.1% +$26K 0.18% 125
2016
Q4 		$16.8M Sell
158,520
-25,478
-14% -$2.77M 0.16% 140
2016
Q3 		$20.9M Buy
183,998
+6,282
+4% +$718K 0.2% 113
2016
Q2 		$20.3M Buy
177,716
+42,163
+31% +$4.49M 0.21% 101
2016
Q1 		$13.9M Buy
135,553
+57,421
+73% +$5.37M 0.15% 143
2015
Q4 		$7.58M Buy
78,132
+68,256
+691% +$6.65M 0.09% 257
2015
Q3 		$869K Buy
9,876
+712
+8% +$67K 0.01% 729
2015
Q2 		$855K Buy
9,164
+627
+7% +$59.3K 0.01% 758
2015
Q1 		$807K Buy
8,537
+1,230
+17% +$120K 0.01% 773
2014
Q4 		$722K Buy
7,307
+742
+11% +$72.9K 0.01% 717
2014
Q3 		$615K Buy
+6,565
New +$625K 0.01% 730
2014
Q2 		– Sell
-4,044
Closed -$331K – 783
2014
Q1 		$331K Buy
+4,044
New +$329K 0.01% 754

Other funds holding AMT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

United Capital Financial Advisors's AMT Position: Q1 2026 in Review

United Capital Financial Advisors reduced its American Tower (AMT) stake by 4.3% in Q1 2026, selling an estimated $808K and leaving 100,725 shares worth $17.4M. The position accounts for 0.11% of the portfolio, ranked #159.

United Capital Financial Advisors first reported a position in AMT in Q1 2014 and has held it in 48 quarters since. The position peaked at $38.8M in Q4 2021. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • United Capital Financial Advisors held 100,725 shares of American Tower worth $17.4M as of Q1 2026.
  • United Capital Financial Advisors sold 4,488 American Tower shares in Q1 2026, an estimated $808K.
  • American Tower made up 0.11% of United Capital Financial Advisors's portfolio in Q1 2026, its #159 holding.
  • United Capital Financial Advisors first reported a position in American Tower in Q1 2014 and has held it in 48 quarters since.
  • United Capital Financial Advisors's American Tower position peaked at $38.8M in Q4 2021.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.