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Aviso Financial’s Crown Castle CCI Stock Holding History

Aviso Financial’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
-65
Closed -$5.29K – 289
2026
Q1 		$5.29K Hold
65
– – ﹤0.01% 298
2025
Q4 		$5.78K Hold
65
– – ﹤0.01% 300
2025
Q3 		$6.27K Hold
65
– – ﹤0.01% 300
2025
Q2 		$6.68K Hold
65
– – ﹤0.01% 303
2025
Q1 		$6.77K Buy
+65
New +$6.07K ﹤0.01% 303

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

Aviso Financial's CCI Position: Q2 2026 in Review

Aviso Financial sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 65 shares — an estimated $5.29K sold.

Aviso Financial first reported a position in CCI in Q1 2025 and held it in 5 quarters. The position peaked at $6.77K in Q1 2025. 937 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Aviso Financial reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 65 Crown Castle shares in Q2 2026, an estimated $5.29K.
  • Aviso Financial first reported a position in Crown Castle in Q1 2025 and held it in 5 quarters.
  • Aviso Financial's Crown Castle position peaked at $6.77K in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.