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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
Q2 		– Sell
-498
Closed -$40.5K – 291
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 $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 $3.37T AUM 44.26% 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

Opal Wealth Advisors's CCI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 498 shares — an estimated $40.5K sold.

Opal Wealth Advisors first reported a position in CCI in Q2 2024 and held it in 4 quarters. The position peaked at $52K in Q2 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 498 Crown Castle shares in Q2 2026, an estimated $40.5K.
  • Opal Wealth Advisors first reported a position in Crown Castle in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Crown Castle position peaked at $52K in Q2 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.