Wealth Enhancement Trust Services
AMT icon

Wealth Enhancement Trust Services’s American Tower AMT Stock Holding History

Wealth Enhancement Trust Services’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
Q3 		$359K Sell
2,192
-3,305
-60% -$567K 0.04% 243
2026
Q2 		$899K Sell
5,497
-382
-6% -$68.8K 0.1% 162
2026
Q1 		$1.01M Buy
5,879
+1,377
+31% +$248K 0.12% 141
2025
Q4 		$790K Buy
+4,502
New +$819K 0.1% 160

Other funds holding AMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Wealth Enhancement Trust Services's AMT Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its American Tower (AMT) stake by 60% in Q3 2026, selling an estimated $567K and leaving 2,192 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #243.

Wealth Enhancement Trust Services first reported a position in AMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q1 2026. 1,501 funds tracked by Wall St. Rank hold AMT as of Q3 2026.

  • Wealth Enhancement Trust Services held 2,192 shares of American Tower worth $359K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 3,305 American Tower shares in Q3 2026, an estimated $567K.
  • American Tower made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #243 holding.
  • Wealth Enhancement Trust Services first reported a position in American Tower in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's American Tower position peaked at $1.01M in Q1 2026.
  • 1,501 funds tracked by Wall St. Rank held American Tower as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.