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Orographic Financial Advisors’s Crown Castle CCI Stock Holding History

Orographic Financial 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 		$1.39M Buy
18,837
+264
+1% +$23.2K 0.92% 32
2026
Q1 		$1.51M Buy
+18,573
New +$1.6M 1.07% 33

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

Orographic Financial Advisors's CCI Position: Q2 2026 in Review

Orographic Financial Advisors increased its Crown Castle (CCI) stake by 1.4% in Q2 2026, buying an estimated $23.2K and bringing the position to 18,837 shares worth $1.39M. The position accounts for 0.92% of the portfolio, ranked #32.

Orographic Financial Advisors first reported a position in CCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.51M in Q1 2026. 933 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Orographic Financial Advisors held 18,837 shares of Crown Castle worth $1.39M as of Q2 2026.
  • Orographic Financial Advisors bought 264 Crown Castle shares in Q2 2026, an estimated $23.2K.
  • Crown Castle made up 0.92% of Orographic Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Orographic Financial Advisors first reported a position in Crown Castle in Q1 2026 and has held it in 2 quarters since.
  • Orographic Financial Advisors's Crown Castle position peaked at $1.51M in Q1 2026.
  • 933 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.