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Heritage Wealth Management (Ohio)’s Crown Castle CCI Stock Holding History

Heritage Wealth Management (Ohio)’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 		$637K Buy
8,405
+2,260
+37% +$199K 0.16% 140
2026
Q1 		$500K Buy
6,145
+1,545
+34% +$133K 0.25% 99
2025
Q4 		$409K Buy
+4,600
New +$423K 0.11% 172

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

Heritage Wealth Management (Ohio)'s CCI Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Crown Castle (CCI) stake by 37% in Q2 2026, buying an estimated $199K and bringing the position to 8,405 shares worth $637K. The position accounts for 0.16% of the portfolio, ranked #140.

Heritage Wealth Management (Ohio) first reported a position in CCI in Q4 2025 and has held it in 3 quarters since. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 8,405 shares of Crown Castle worth $637K as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 2,260 Crown Castle shares in Q2 2026, an estimated $199K.
  • Crown Castle made up 0.16% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #140 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Crown Castle in Q4 2025 and has held it in 3 quarters since.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.