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Opal Wealth Advisors’s Crown Castle CCI Stock Holding History

Opal 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
2026
Q1 		$40.5K Buy
+498
New +$42.9K 0.01% 444
2025
Q3 		– Sell
-506
Closed -$52K – 254
2025
Q2 		$52K Buy
506
+252
+99% +$25.5K 0.01% 372
2025
Q1 		$26.5K Buy
+254
New +$23.7K 0.01% 471
2024
Q3 		– Sell
-439
Closed -$42.9K – 349
2024
Q2 		$42.9K Buy
+439
New +$43.2K 0.01% 375

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

Opal Wealth Advisors's CCI Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Crown Castle (CCI) in Q1 2026: 498 shares worth $40.5K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in CCI as recently as Q2 2025.

Opal Wealth Advisors first reported a position in CCI in Q2 2024 and has held it in 4 quarters since. The position peaked at $52K in Q2 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Opal Wealth Advisors held 498 shares of Crown Castle worth $40.5K as of Q1 2026.
  • Crown Castle was a new Opal Wealth Advisors position in Q1 2026.
  • Crown Castle made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #444 holding.
  • Opal Wealth Advisors first reported a position in Crown Castle in Q2 2024 and has held it in 4 quarters since.
  • Opal Wealth Advisors's Crown Castle position peaked at $52K in Q2 2025.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.