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Orion Portfolio Solutions’s Crown Castle CCI Stock Holding History

Orion Portfolio Solutions’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
Q1 		$6.42M Sell
61,589
-1,600
-3% -$149K 0.06% 293
2024
Q4 		$5.74M Sell
63,189
-5,746
-8% -$601K 0.06% 293
2024
Q3 		$8.18M Sell
68,935
-3,327
-5% -$366K 0.08% 236
2024
Q2 		$7.06M Sell
72,262
-11,429
-14% -$1.13M 0.07% 244
2024
Q1 		$8.86M Buy
83,691
+13,095
+19% +$1.42M 0.09% 213
2023
Q4 		$8.1M Sell
70,596
-6,587
-9% -$675K 0.09% 208
2023
Q3 		$7.1M Sell
77,183
-14,701
-16% -$1.52M 0.09% 223
2023
Q2 		$10.5M Buy
91,884
+13,187
+17% +$1.57M 0.11% 173
2023
Q1 		$10.5M Buy
78,697
+71,145
+942% +$9.84M 0.13% 145
2022
Q4 		$1.02M Buy
7,552
+3,575
+90% +$483K 0.04% 302
2022
Q3 		$575K Buy
3,977
+193
+5% +$33K 0.02% 390
2022
Q2 		$637K Buy
3,784
+106
+3% +$19.3K 0.03% 346
2022
Q1 		$679K Buy
3,678
+86
+2% +$15.3K 0.02% 348
2021
Q4 		$750K Buy
3,592
+495
+16% +$91.4K 0.03% 333
2021
Q3 		$537K Buy
3,097
+543
+21% +$105K 0.02% 376
2021
Q2 		$498K Buy
2,554
+109
+4% +$20.4K 0.02% 366
2021
Q1 		$421K Buy
2,445
+959
+65% +$154K 0.02% 353
2020
Q4 		$237K Sell
1,486
-193
-11% -$31.3K 0.01% 445
2020
Q3 		$280K Sell
1,679
-24
-1% -$3.96K 0.01% 354
2020
Q2 		$285K Buy
1,703
+475
+39% +$76.5K 0.02% 330
2020
Q1 		$177K Buy
1,228
+606
+97% +$90.4K 0.01% 337
2019
Q4 		$88K Buy
+622
New +$84.9K 0.01% 439

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's CCI Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Crown Castle (CCI) stake by 2.5% in Q1 2025, selling an estimated $149K and leaving 61,589 shares worth $6.42M. The position accounts for 0.06% of the portfolio, ranked #293.

Orion Portfolio Solutions first reported a position in CCI in Q4 2019 and has held it in 22 quarters since. The position peaked at $10.5M in Q1 2023. 1,103 funds tracked by Wall St. Rank hold CCI as of Q1 2025.

  • Orion Portfolio Solutions held 61,589 shares of Crown Castle worth $6.42M as of Q1 2025.
  • Orion Portfolio Solutions sold 1,600 Crown Castle shares in Q1 2025, an estimated $149K.
  • Crown Castle made up 0.06% of Orion Portfolio Solutions's portfolio in Q1 2025, its #293 holding.
  • Orion Portfolio Solutions first reported a position in Crown Castle in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Crown Castle position peaked at $10.5M in Q1 2023.
  • 1,103 funds tracked by Wall St. Rank held Crown Castle as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.