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Univest Financial’s American Tower AMT Stock Holding History

Univest Financial’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 		$10.3M Sell
62,911
-2,232
-3% -$402K 0.51% 42
2026
Q1 		$11.2M Buy
65,143
+20,585
+46% +$3.7M 0.63% 39
2025
Q4 		$7.82M Sell
44,558
-15,397
-26% -$2.8M 0.41% 52
2025
Q3 		$11.5M Sell
59,955
-1,016
-2% -$212K 0.65% 38
2025
Q2 		$13.5M Sell
60,971
-3,516
-5% -$759K 0.81% 27
2025
Q1 		$14M Sell
64,487
-2,651
-4% -$520K 0.92% 23
2024
Q4 		$12.3M Sell
67,138
-14,132
-17% -$2.93M 0.78% 29
2024
Q3 		$18.9M Buy
81,270
+51,481
+173% +$11.4M 1.25% 21
2024
Q2 		$5.79M Buy
29,789
+754
+3% +$141K 1.61% 18
2024
Q1 		$5.74M Buy
29,035
+4,025
+16% +$802K 1.61% 19
2023
Q4 		$5.4M Sell
25,010
-4,796
-16% -$906K 1.6% 21
2023
Q3 		$4.9M Buy
29,806
+2,718
+10% +$496K 1.64% 21
2023
Q2 		$5.25M Buy
27,088
+1,571
+6% +$307K 1.59% 19
2023
Q1 		$5.21M Buy
25,517
+2,284
+10% +$479K 1.63% 22
2022
Q4 		$4.92M Buy
23,233
+400
+2% +$83.3K 1.55% 20
2022
Q3 		$4.9M Sell
22,833
-3,331
-13% -$856K 1.6% 19
2022
Q2 		$6.69M Buy
26,164
+162
+0.6% +$40.6K 2.18% 11
2022
Q1 		$6.53M Sell
26,002
-219
-0.8% -$53.4K 1.84% 13
2021
Q4 		$7.67M Sell
26,221
-266
-1% -$72.7K 1.95% 12
2021
Q3 		$7.03M Sell
26,487
-875
-3% -$249K 1.96% 15
2021
Q2 		$7.39M Sell
27,362
-1,549
-5% -$395K 2.03% 11
2021
Q1 		$6.91M Buy
28,911
+7,492
+35% +$1.67M 1.95% 11
2020
Q4 		$4.81M Buy
21,419
+6,660
+45% +$1.55M 1.4% 24
2020
Q3 		$3.57M Sell
14,759
-270
-2% -$68.5K 1.13% 38
2020
Q2 		$3.89M Buy
15,029
+1,539
+11% +$381K 1.28% 29
2020
Q1 		$2.94M Buy
+13,490
New +$3.14M 1.17% 33

Other funds holding AMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Univest Financial's AMT Position: Q2 2026 in Review

Univest Financial reduced its American Tower (AMT) stake by 3.4% in Q2 2026, selling an estimated $402K and leaving 62,911 shares worth $10.3M. The position accounts for 0.51% of the portfolio, ranked #42.

Univest Financial first reported a position in AMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $18.9M in Q3 2024. 1,752 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Univest Financial held 62,911 shares of American Tower worth $10.3M as of Q2 2026.
  • Univest Financial sold 2,232 American Tower shares in Q2 2026, an estimated $402K.
  • American Tower made up 0.51% of Univest Financial's portfolio in Q2 2026, its #42 holding.
  • Univest Financial first reported a position in American Tower in Q1 2020 and has held it in 26 quarters since.
  • Univest Financial's American Tower position peaked at $18.9M in Q3 2024.
  • 1,752 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.