IVC Wealth Advisors’s Crown Castle CCI Stock Holding History

IVC Wealth 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	$571K	Sell	7,540 -617	-8%	-$54.2K	0.22%	81
2026 Q1	$663K	Sell	8,157 -483	-6%	-$41.6K	0.29%	67
2025 Q4	$768K	Sell	8,640 -665	-7%	-$61.2K	0.33%	57
2025 Q3	$898K	Buy	9,305 +317	+4%	+$32.1K	0.4%	48
2025 Q2	$923K	Buy	8,988 +298	+3%	+$30.2K	0.45%	45
2025 Q1	$906K	Buy	8,690 +488	+6%	+$45.6K	0.49%	47
2024 Q4	$744K	Buy	8,202 +1,315	+19%	+$137K	0.42%	52
2024 Q3	$817K	Buy	6,887 +290	+4%	+$31.9K	0.45%	50
2024 Q2	$645K	Buy	6,597 +2,516	+62%	+$248K	0.36%	63
2024 Q1	$432K	Buy	+4,081	New	+$444K	0.25%	93

Other funds holding CCI

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

IVC Wealth Advisors's CCI Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Crown Castle (CCI) stake by 7.6% in Q2 2026, selling an estimated $54.2K and leaving 7,540 shares worth $571K. The position accounts for 0.22% of the portfolio, ranked #81.

IVC Wealth Advisors first reported a position in CCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $923K in Q2 2025. 121 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

IVC Wealth Advisors held 7,540 shares of Crown Castle worth $571K as of Q2 2026.
IVC Wealth Advisors sold 617 Crown Castle shares in Q2 2026, an estimated $54.2K.
Crown Castle made up 0.22% of IVC Wealth Advisors's portfolio in Q2 2026, its #81 holding.
IVC Wealth Advisors first reported a position in Crown Castle in Q1 2024 and has held it in 10 quarters since.
IVC Wealth Advisors's Crown Castle position peaked at $923K in Q2 2025.
121 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.