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Herold Advisors’s Crown Castle CCI Stock Holding History

Herold Advisors’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 		$643K Buy
8,418
+104
+1% +$9.13K 0.13% 158
2026
Q1 		$676K Buy
8,314
+679
+9% +$58.4K 0.15% 145
2025
Q4 		$678K Buy
7,635
+1
+0% +$92 0.15% 143
2025
Q3 		$737K Sell
7,634
-132
-2% -$13.4K 0.17% 138
2025
Q2 		$798K Buy
7,766
+289
+4% +$29.2K 0.17% 137
2025
Q1 		$779K Buy
7,477
+1,722
+30% +$161K 0.17% 139
2024
Q4 		$522K Buy
5,755
+711
+14% +$74.3K 0.11% 182
2024
Q3 		$598K Buy
5,044
+579
+13% +$63.8K 0.13% 172
2024
Q2 		$436K Buy
4,465
+1,004
+29% +$98.9K 0.1% 194
2024
Q1 		$366K Sell
3,461
-272
-7% -$29.6K 0.09% 202
2023
Q4 		$430K Sell
3,733
-547
-13% -$56K 0.12% 174
2023
Q3 		$394K Buy
4,280
+1,104
+35% +$114K 0.12% 179
2023
Q2 		$362K Sell
3,176
-172
-5% -$20.5K 0.11% 183
2023
Q1 		$448K Buy
3,348
+177
+6% +$24.5K 0.15% 150
2022
Q4 		$430K Buy
3,171
+453
+17% +$61.3K 0.18% 129
2022
Q3 		$392K Buy
2,718
+2
+0.1% +$342 0.19% 128
2022
Q2 		$457K Buy
2,716
+52
+2% +$9.46K 0.2% 122
2022
Q1 		$492K Buy
2,664
+2
+0.1% +$356 0.17% 131
2021
Q4 		$555K Sell
2,662
-398
-13% -$73.5K 0.22% 118
2021
Q3 		$530K Buy
+3,060
New +$592K 0.21% 121

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

Herold Advisors's CCI Position: Q2 2026 in Review

Herold Advisors increased its Crown Castle (CCI) stake by 1.3% in Q2 2026, buying an estimated $9.13K and bringing the position to 8,418 shares worth $643K. The position accounts for 0.13% of the portfolio, ranked #158.

Herold Advisors first reported a position in CCI in Q3 2021 and has held it in 20 quarters since. The position peaked at $798K in Q2 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Herold Advisors held 8,418 shares of Crown Castle worth $643K as of Q2 2026.
  • Herold Advisors bought 104 Crown Castle shares in Q2 2026, an estimated $9.13K.
  • Crown Castle made up 0.13% of Herold Advisors's portfolio in Q2 2026, its #158 holding.
  • Herold Advisors first reported a position in Crown Castle in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Crown Castle position peaked at $798K in Q2 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.