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Cassaday & Co Wealth Management’s Crown Castle CCI Stock Holding History

Cassaday & Co 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
Q1 		$5.45K Buy
+67
New +$5.77K ﹤0.01% 959

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cassaday & Co Wealth Management's CCI Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Crown Castle (CCI) in Q1 2026: 67 shares worth $5.45K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings.

954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Cassaday & Co Wealth Management held 67 shares of Crown Castle worth $5.45K as of Q1 2026.
  • Crown Castle was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Crown Castle made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #959 holding.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.