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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
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 $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Wealth Enhancement Trust Services's AMT Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its American Tower (AMT) stake by 6.5% in Q2 2026, selling an estimated $68.8K and leaving 5,497 shares worth $899K. The position accounts for 0.1% of the portfolio, ranked #162.

Wealth Enhancement Trust Services first reported a position in AMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 1,305 funds tracked by Wall St. Rank hold AMT as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,497 shares of American Tower worth $899K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 382 American Tower shares in Q2 2026, an estimated $68.8K.
  • American Tower made up 0.1% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #162 holding.
  • Wealth Enhancement Trust Services first reported a position in American Tower in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's American Tower position peaked at $1.01M in Q1 2026.
  • 1,305 funds tracked by Wall St. Rank held American Tower as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.