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Mount Yale Investment Advisors’s Crown Castle CCI Stock Holding History

Mount Yale Investment 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 		$227K Sell
2,993
-468
-14% -$41.1K ﹤0.01% 1101
2026
Q1 		$281K Buy
+3,461
New +$298K 0.01% 917
2025
Q3 		– Sell
-1,179
Closed -$121K – 816
2025
Q2 		$121K Buy
+1,179
New +$119K 0.01% 621
2023
Q1 		– Sell
-1,957
Closed -$265K – 487
2022
Q4 		$265K Sell
1,957
-3,880
-66% -$525K 0.03% 380
2022
Q3 		$844K Sell
5,837
-68
-1% -$11.6K 0.11% 192
2022
Q2 		$994K Buy
5,905
+149
+3% +$27.1K 0.13% 175
2022
Q1 		$1.06M Sell
5,756
-21
-0.4% -$3.74K 0.12% 183
2021
Q4 		$1.21M Buy
5,777
+7
+0.1% +$1.29K 0.13% 179
2021
Q3 		$1M Buy
5,770
+49
+0.9% +$9.47K 0.12% 191
2021
Q2 		$1.12M Sell
5,721
-4
-0.1% -$749 0.14% 163
2021
Q1 		$985K Buy
5,725
+2,536
+80% +$406K 0.13% 166
2020
Q4 		$508K Sell
3,189
-4,993
-61% -$810K 0.07% 252
2020
Q3 		$1.36M Buy
8,182
+1,384
+20% +$228K 0.19% 109
2020
Q2 		$1.14M Buy
6,798
+2,079
+44% +$335K 0.2% 111
2020
Q1 		$681K Sell
4,719
-312
-6% -$46.5K 0.15% 136
2019
Q4 		$754K Sell
5,031
-588
-10% -$80.2K 0.13% 139
2019
Q3 		$734K Buy
5,619
+115
+2% +$15.9K 0.13% 135
2019
Q2 		$761K Sell
5,504
-233
-4% -$30K 0.14% 127
2019
Q1 		$734K Sell
5,737
-184
-3% -$21.6K 0.14% 129
2018
Q4 		$701K Sell
5,921
-448
-7% -$49.2K 0.14% 138
2018
Q3 		$712K Buy
6,369
+191
+3% +$21.3K 0.12% 135
2018
Q2 		$666K Sell
6,178
-23
-0.4% -$2.39K 0.13% 146
2018
Q1 		$680K Buy
+6,201
New +$673K 0.15% 135

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CCI Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Crown Castle (CCI) stake by 14% in Q2 2026, selling an estimated $41.1K and leaving 2,993 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Mount Yale Investment Advisors first reported a position in CCI in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.36M in Q3 2020. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Mount Yale Investment Advisors held 2,993 shares of Crown Castle worth $227K as of Q2 2026.
  • Mount Yale Investment Advisors sold 468 Crown Castle shares in Q2 2026, an estimated $41.1K.
  • Crown Castle made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1101 holding.
  • Mount Yale Investment Advisors first reported a position in Crown Castle in Q1 2018 and has held it in 23 quarters since.
  • Mount Yale Investment Advisors's Crown Castle position peaked at $1.36M in Q3 2020.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.