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NewEdge Wealth’s Crown Castle CCI Stock Holding History

NewEdge Wealth’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
Q1 		$1.77M Buy
21,777
+3,009
+16% +$259K 0.02% 466
2025
Q4 		$1.67M Sell
18,768
-5,564
-23% -$512K 0.02% 501
2025
Q3 		$2.19M Sell
24,332
-234
-1% -$23.7K 0.03% 378
2025
Q2 		$2.61M Sell
24,566
-26
-0.1% -$2.63K 0.04% 324
2025
Q1 		$2.56M Buy
24,592
+3,179
+15% +$297K 0.05% 303
2024
Q4 		$1.94M Sell
21,413
-4,595
-18% -$480K 0.03% 363
2024
Q3 		$3.09M Buy
26,008
+1,012
+4% +$111K 0.06% 286
2024
Q2 		$2.44M Buy
24,996
+397
+2% +$39.1K 0.05% 296
2024
Q1 		$2.37M Buy
24,599
+1,526
+7% +$166K 0.05% 295
2023
Q4 		$2.66M Sell
23,073
-358
-2% -$36.7K 0.07% 251
2023
Q3 		$2.16M Sell
23,431
-5,403
-19% -$560K 0.07% 243
2023
Q2 		$3.29M Sell
28,834
-1,596
-5% -$190K 0.11% 178
2023
Q1 		$4.07M Buy
30,430
+810
+3% +$112K 0.15% 132
2022
Q4 		$4.02M Buy
29,620
+338
+1% +$45.7K 0.17% 126
2022
Q3 		$4.23M Sell
29,282
-5,245
-15% -$898K 0.2% 114
2022
Q2 		$5.81M Buy
34,527
+31,054
+894% +$5.65M 0.26% 96
2022
Q1 		$641K Sell
3,473
-20,729
-86% -$3.69M 0.03% 270
2021
Q4 		$5.05M Buy
24,202
+22,512
+1,332% +$4.16M 0.21% 108
2021
Q3 		$293K Buy
1,690
+13
+0.8% +$2.51K 0.02% 249
2021
Q2 		$327K Buy
1,677
+11
+0.7% +$2.06K 0.03% 236
2021
Q1 		$287K Buy
+1,666
New +$267K 0.03% 256

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

NewEdge Wealth's CCI Position: Q1 2026 in Review

NewEdge Wealth increased its Crown Castle (CCI) stake by 16% in Q1 2026, buying an estimated $259K and bringing the position to 21,777 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #466.

NewEdge Wealth first reported a position in CCI in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.81M in Q2 2022. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • NewEdge Wealth held 21,777 shares of Crown Castle worth $1.77M as of Q1 2026.
  • NewEdge Wealth bought 3,009 Crown Castle shares in Q1 2026, an estimated $259K.
  • Crown Castle made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #466 holding.
  • NewEdge Wealth first reported a position in Crown Castle in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's Crown Castle position peaked at $5.81M in Q2 2022.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.