Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Crown Castle CCI Stock Holding History

Envestnet Portfolio Solutions’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 		$811K Sell
10,703
-889
-8% -$78.1K ﹤0.01% 790
2026
Q1 		$943K Sell
11,592
-4,222
-27% -$363K 0.01% 652
2025
Q4 		$1.41M Buy
15,814
+2,480
+19% +$228K ﹤0.01% 647
2025
Q3 		$1.29M Sell
13,334
-1,337
-9% -$135K ﹤0.01% 661
2025
Q2 		$1.51M Sell
14,671
-2,069
-12% -$209K 0.01% 659
2025
Q1 		$1.74M Sell
16,740
-41,713
-71% -$3.89M 0.01% 622
2024
Q4 		$5.31M Sell
58,453
-6,122
-9% -$640K 0.02% 382
2024
Q3 		$7.66M Sell
64,575
-2,312
-3% -$255K 0.02% 299
2024
Q2 		$6.53M Sell
66,887
-750
-1% -$73.9K 0.02% 316
2024
Q1 		$7.16M Sell
67,637
-6,402
-9% -$696K 0.03% 298
2023
Q4 		$8.53M Sell
74,039
-5,173
-7% -$530K 0.04% 225
2023
Q3 		$7.29M Buy
+79,212
New +$8.21M 0.03% 229

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

Envestnet Portfolio Solutions's CCI Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Crown Castle (CCI) stake by 7.7% in Q2 2026, selling an estimated $78.1K and leaving 10,703 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Envestnet Portfolio Solutions first reported a position in CCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.53M in Q4 2023. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Envestnet Portfolio Solutions held 10,703 shares of Crown Castle worth $811K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 889 Crown Castle shares in Q2 2026, an estimated $78.1K.
  • Crown Castle made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #790 holding.
  • Envestnet Portfolio Solutions first reported a position in Crown Castle in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Crown Castle position peaked at $8.53M in Q4 2023.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.