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Marshall & Sterling Wealth Advisors’s Crown Castle CCI Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-7
Closed -$675 – 384
2025
Q3 		$675 Buy
+7
New +$708 ﹤0.01% 613

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CCI Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 7 shares — an estimated $675 sold.

Marshall & Sterling Wealth Advisors first reported a position in CCI in Q3 2025 and held it in 1 quarter. The position peaked at $675 in Q3 2025. 1,032 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 7 Crown Castle shares in Q4 2025, an estimated $675.
  • Marshall & Sterling Wealth Advisors first reported a position in Crown Castle in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Crown Castle position peaked at $675 in Q3 2025.
  • 1,032 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.