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Nvest Wealth Strategies’s Crown Castle CCI Stock Holding History

Nvest Wealth Strategies’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 		$4.54K Hold
60
– – ﹤0.01% 157
2026
Q1 		$4.88K Hold
60
– – ﹤0.01% 150
2025
Q4 		$5.33K Buy
+60
New +$5.52K ﹤0.01% 147

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Nvest Wealth Strategies's CCI Position: Q2 2026 in Review

Nvest Wealth Strategies held its Crown Castle (CCI) position steady in Q2 2026 at 60 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Nvest Wealth Strategies first reported a position in CCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.33K in Q4 2025. 492 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Nvest Wealth Strategies held 60 shares of Crown Castle worth $4.54K as of Q2 2026.
  • Nvest Wealth Strategies left its Crown Castle share count unchanged in Q2 2026.
  • Crown Castle made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #157 holding.
  • Nvest Wealth Strategies first reported a position in Crown Castle in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Crown Castle position peaked at $5.33K in Q4 2025.
  • 492 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.