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Oak Hill Wealth Advisors’s Crown Castle CCI Stock Holding History

Oak Hill 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
Q3 		$251K Hold
2,600
– – 0.05% 131
2025
Q2 		$267K Buy
+2,600
New +$263K 0.06% 129

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oak Hill Wealth Advisors's CCI Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Crown Castle (CCI) position steady in Q3 2025 at 2,600 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #131.

Oak Hill Wealth Advisors first reported a position in CCI in Q2 2025 and has held it in 2 quarters since. The position peaked at $267K in Q2 2025. 1,060 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Oak Hill Wealth Advisors held 2,600 shares of Crown Castle worth $251K as of Q3 2025.
  • Oak Hill Wealth Advisors left its Crown Castle share count unchanged in Q3 2025.
  • Crown Castle made up 0.05% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #131 holding.
  • Oak Hill Wealth Advisors first reported a position in Crown Castle in Q2 2025 and has held it in 2 quarters since.
  • Oak Hill Wealth Advisors's Crown Castle position peaked at $267K in Q2 2025.
  • 1,060 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.