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Great Valley Advisor Group’s Crown Castle CCI Stock Holding History

Great Valley Advisor Group’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
-2,942
Closed -$239K – 1059
2026
Q1 		$239K Buy
2,942
+259
+10% +$22.3K ﹤0.01% 886
2025
Q4 		$238K Buy
2,683
+390
+17% +$35.9K ﹤0.01% 840
2025
Q3 		$221K Buy
2,293
+65
+3% +$6.58K ﹤0.01% 862
2025
Q2 		$229K Sell
2,228
-229
-9% -$23.2K 0.01% 827
2025
Q1 		$256K Buy
+2,457
New +$229K 0.01% 772
2024
Q4 		– Sell
-3,056
Closed -$363K – 848
2024
Q3 		$363K Buy
+3,056
New +$337K 0.01% 641
2022
Q1 		– Sell
-1,156
Closed -$234K – 592
2021
Q4 		$234K Hold
1,156
– – 0.01% 544
2021
Q3 		$201K Hold
1,156
– – 0.01% 549
2021
Q2 		$220K Buy
+1,156
New +$216K 0.02% 507
2020
Q3 		– Sell
-1,502
Closed -$252K – 437
2020
Q2 		$252K Sell
1,502
-422
-22% -$68K 0.04% 345
2020
Q1 		$278K Buy
1,924
+262
+16% +$39.1K 0.07% 249
2019
Q4 		$236K Buy
1,662
+124
+8% +$16.9K 0.05% 319
2019
Q3 		$214K Buy
+1,538
New +$213K 0.05% 320

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

Great Valley Advisor Group's CCI Position: Q2 2026 in Review

Great Valley Advisor Group sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 2,942 shares — an estimated $239K sold.

Great Valley Advisor Group first reported a position in CCI in Q3 2019 and held it in 13 quarters. The position peaked at $363K in Q3 2024. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Great Valley Advisor Group reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 2,942 Crown Castle shares in Q2 2026, an estimated $239K.
  • Great Valley Advisor Group first reported a position in Crown Castle in Q3 2019 and held it in 13 quarters.
  • Great Valley Advisor Group's Crown Castle position peaked at $363K in Q3 2024.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.