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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
Q2 		$1.44K Sell
19
-48
-72% -$4.22K ﹤0.01% 1055
2026
Q1 		$5.45K Buy
+67
New +$5.77K ﹤0.01% 959

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

Cassaday & Co Wealth Management's CCI Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Crown Castle (CCI) stake by 72% in Q2 2026, selling an estimated $4.22K and leaving 19 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Cassaday & Co Wealth Management first reported a position in CCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.45K in Q1 2026. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Cassaday & Co Wealth Management held 19 shares of Crown Castle worth $1.44K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 48 Crown Castle shares in Q2 2026, an estimated $4.22K.
  • Crown Castle made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1055 holding.
  • Cassaday & Co Wealth Management first reported a position in Crown Castle in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Crown Castle position peaked at $5.45K in Q1 2026.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.