Bernard Wealth Management’s Crown Castle CCI Stock Holding History

Bernard 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
2025 Q2	–	Sell	-11	Closed	-$1.15K	–	324
2025 Q1	$1.15K	Buy	+11	New	+$1.03K	﹤0.01%	344

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bernard Wealth Management's CCI Position: Q2 2025 in Review

Bernard Wealth Management sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 11 shares — an estimated $1.15K sold.

Bernard Wealth Management first reported a position in CCI in Q1 2025 and held it in 1 quarter. The position peaked at $1.15K in Q1 2025. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Bernard Wealth Management reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 11 Crown Castle shares in Q2 2025, an estimated $1.15K.
Bernard Wealth Management first reported a position in Crown Castle in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's Crown Castle position peaked at $1.15K in Q1 2025.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.