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Valeo Financial Advisors’s American Tower AMT Stock Holding History

Valeo 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
Q2 		$339K Sell
2,072
-1,488
-42% -$268K 0.01% 578
2026
Q1 		$614K Sell
3,560
-4,337
-55% -$780K 0.01% 362
2025
Q4 		$1.39M Sell
7,897
-2,662
-25% -$484K 0.03% 235
2025
Q3 		$2.03M Sell
10,559
-171
-2% -$35.6K 0.05% 171
2025
Q2 		$2.37M Buy
10,730
+1,434
+15% +$310K 0.06% 153
2025
Q1 		$2.02M Buy
9,296
+4,066
+78% +$798K 0.06% 157
2024
Q4 		$959K Buy
5,230
+322
+7% +$66.7K 0.03% 275
2024
Q3 		$1.14M Buy
4,908
+315
+7% +$69.8K 0.03% 238
2024
Q2 		$893K Buy
4,593
+209
+5% +$39.1K 0.03% 261
2024
Q1 		$760K Buy
4,384
+107
+3% +$21.3K 0.03% 283
2023
Q4 		$923K Buy
4,277
+312
+8% +$59K 0.04% 236
2023
Q3 		$652K Buy
3,965
+183
+5% +$33.4K 0.03% 275
2023
Q2 		$733K Buy
3,782
+1,817
+92% +$355K 0.03% 249
2023
Q1 		$402K Sell
1,965
-536
-21% -$112K 0.02% 377
2022
Q4 		$530K Buy
2,501
+132
+6% +$27.5K 0.03% 276
2022
Q3 		$509K Buy
2,369
+754
+47% +$194K 0.03% 258
2022
Q2 		$413K Buy
1,615
+85
+6% +$21.3K 0.03% 280
2022
Q1 		$384K Sell
1,530
-23
-1% -$5.61K 0.02% 386
2021
Q4 		$454K Sell
1,553
-16
-1% -$4.37K 0.02% 328
2021
Q3 		$417K Buy
1,569
+469
+43% +$134K 0.02% 340
2021
Q2 		$297K Sell
1,100
-8,783
-89% -$2.24M 0.02% 357
2021
Q1 		$2.36M Sell
9,883
-107
-1% -$23.8K 0.11% 111
2020
Q4 		$2.24M Buy
9,990
+8,839
+768% +$2.05M 0.12% 98
2020
Q3 		$278K Sell
1,151
-686
-37% -$174K 0.02% 267
2020
Q2 		$475K Buy
1,837
+727
+65% +$180K 0.04% 192
2020
Q1 		$284K Sell
1,110
-204
-16% -$47.5K 0.03% 235
2019
Q4 		$302K Sell
1,314
-12
-0.9% -$2.61K 0.03% 247
2019
Q3 		$293K Buy
1,326
+150
+13% +$32.7K 0.03% 229
2019
Q2 		$240K Buy
1,176
+312
+36% +$62.7K 0.03% 257
2019
Q1 		$170K Sell
864
-107
-11% -$18.8K 0.02% 310
2018
Q4 		$154K Sell
971
-55
-5% -$8.6K 0.02% 295
2018
Q3 		$161K Sell
1,026
-3
-0.3% -$440 0.02% 308
2018
Q2 		$153K Buy
1,029
+441
+75% +$61.3K 0.02% 322
2018
Q1 		$85K Buy
588
+171
+41% +$24.1K 0.01% 394
2017
Q4 		$59K Buy
417
+87
+26% +$12.4K 0.01% 441
2017
Q3 		$45K Buy
+330
New +$45.9K 0.01% 418

Other funds holding AMT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Valeo Financial Advisors's AMT Position: Q2 2026 in Review

Valeo Financial Advisors reduced its American Tower (AMT) stake by 42% in Q2 2026, selling an estimated $268K and leaving 2,072 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #578.

Valeo Financial Advisors first reported a position in AMT in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.37M in Q2 2025. 351 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Valeo Financial Advisors held 2,072 shares of American Tower worth $339K as of Q2 2026.
  • Valeo Financial Advisors sold 1,488 American Tower shares in Q2 2026, an estimated $268K.
  • American Tower made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #578 holding.
  • Valeo Financial Advisors first reported a position in American Tower in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's American Tower position peaked at $2.37M in Q2 2025.
  • 351 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.