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Avion Wealth’s Crown Castle CCI Stock Holding History

Avion Wealth’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 		$7K Buy
96
+21
+28% +$1.84K ﹤0.01% 684
2026
Q1 		$6K Buy
75
+25
+50% +$2.15K ﹤0.01% 604
2025
Q4 		$4K Sell
50
-35
-41% -$3.22K ﹤0.01% 693
2025
Q3 		$8K Sell
85
-18
-17% -$1.82K ﹤0.01% 531
2025
Q2 		$10K Buy
103
+36
+54% +$3.64K ﹤0.01% 461
2025
Q1 		$6K Hold
67
– – ﹤0.01% 489
2024
Q4 		$6K Buy
67
+3
+5% +$314 ﹤0.01% 488
2024
Q3 		$7K Sell
64
-3
-4% -$330 ﹤0.01% 432
2024
Q2 		$6K Buy
67
+25
+60% +$2.46K ﹤0.01% 422
2024
Q1 		$5K Hold
42
– – ﹤0.01% 446
2023
Q4 		$5K Buy
42
+16
+62% +$1.64K ﹤0.01% 390
2023
Q3 		$1K Buy
26
+5
+24% +$518 ﹤0.01% 577
2023
Q2 		$2K Buy
21
+15
+250% +$1.78K ﹤0.01% 460
2023
Q1 		$0 Hold
6
– – ﹤0.01% 558
2022
Q4 		$0 Hold
6
– – ﹤0.01% 469
2022
Q3 		$1K Hold
6
– – ﹤0.01% 424
2022
Q2 		$1K Hold
6
– – ﹤0.01% 422
2022
Q1 		$1K Hold
6
– – ﹤0.01% 351
2021
Q4 		$1K Hold
6
– – ﹤0.01% 358
2021
Q3 		$1K Hold
6
– – ﹤0.01% 336
2021
Q2 		$1K Buy
+6
New +$1.12K ﹤0.01% 322
2021
Q1 		– Sell
-32
Closed -$5K – 351
2020
Q4 		$5K Buy
+32
New +$5.19K ﹤0.01% 271

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Avion Wealth's CCI Position: Q2 2026 in Review

Avion Wealth increased its Crown Castle (CCI) stake by 28% in Q2 2026, buying an estimated $1.84K and bringing the position to 96 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Avion Wealth first reported a position in CCI in Q4 2020 and has held it in 22 quarters since. The position peaked at $10K in Q2 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Avion Wealth held 96 shares of Crown Castle worth $7K as of Q2 2026.
  • Avion Wealth bought 21 Crown Castle shares in Q2 2026, an estimated $1.84K.
  • Crown Castle made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #684 holding.
  • Avion Wealth first reported a position in Crown Castle in Q4 2020 and has held it in 22 quarters since.
  • Avion Wealth's Crown Castle position peaked at $10K in Q2 2025.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.