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Aries Wealth Management’s Crown Castle CCI Stock Holding History

Aries Wealth Management’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,829
Closed -$230K – 243
2026
Q1 		$230K Hold
2,829
– – 0.05% 211
2025
Q4 		$251K Hold
2,829
– – 0.06% 206
2025
Q3 		$273K Hold
2,829
– – 0.06% 196
2025
Q2 		$291K Hold
2,829
– – 0.08% 184
2025
Q1 		$295K Hold
2,829
– – 0.08% 182
2024
Q4 		$257K Hold
2,829
– – 0.07% 194
2024
Q3 		$336K Hold
2,829
– – 0.09% 175
2024
Q2 		$276K Hold
2,829
– – 0.09% 167
2024
Q1 		$299K Buy
+2,829
New +$308K 0.1% 162

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aries Wealth Management's CCI Position: Q2 2026 in Review

Aries Wealth Management sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 2,829 shares — an estimated $230K sold.

Aries Wealth Management first reported a position in CCI in Q1 2024 and held it in 9 quarters. The position peaked at $336K in Q3 2024. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Aries Wealth Management reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Aries Wealth Management sold 2,829 Crown Castle shares in Q2 2026, an estimated $230K.
  • Aries Wealth Management first reported a position in Crown Castle in Q1 2024 and held it in 9 quarters.
  • Aries Wealth Management's Crown Castle position peaked at $336K in Q3 2024.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.