UF
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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
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 $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

Univest Financial's AMT Position: Q1 2026 in Review

Univest Financial increased its American Tower (AMT) stake by 46% in Q1 2026, buying an estimated $3.7M and bringing the position to 65,143 shares worth $11.2M. The position accounts for 0.63% of the portfolio, ranked #39.

Univest Financial first reported a position in AMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $18.9M in Q3 2024. 1,748 funds tracked by Wall St. Rank hold AMT as of Q1 2026.

  • Univest Financial held 65,143 shares of American Tower worth $11.2M as of Q1 2026.
  • Univest Financial bought 20,585 American Tower shares in Q1 2026, an estimated $3.7M.
  • American Tower made up 0.63% of Univest Financial's portfolio in Q1 2026, its #39 holding.
  • Univest Financial first reported a position in American Tower in Q1 2020 and has held it in 25 quarters since.
  • Univest Financial's American Tower position peaked at $18.9M in Q3 2024.
  • 1,748 funds tracked by Wall St. Rank held American Tower as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.