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Prestige Wealth Management Group’s Crown Castle CCI Stock Holding History

Prestige Wealth Management Group’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 		$268K Sell
3,534
-2,480
-41% -$218K 0.05% 146
2026
Q1 		$489K Buy
6,014
+5,669
+1,643% +$488K 0.1% 103
2025
Q4 		$30.7K Sell
345
-6,111
-95% -$562K 0.01% 308
2025
Q3 		$623K Buy
6,456
+218
+3% +$22.1K 0.12% 89
2025
Q2 		$641K Sell
6,238
-98
-2% -$9.92K 0.13% 86
2025
Q1 		$660K Buy
6,336
+88
+1% +$8.22K 0.14% 79
2024
Q4 		$567K Buy
6,248
+419
+7% +$43.8K 0.12% 89
2024
Q3 		$691K Buy
5,829
+5,525
+1,817% +$609K 0.14% 80
2024
Q2 		$29.7K Sell
304
-5,232
-95% -$515K 0.01% 276
2024
Q1 		$586K Buy
5,536
+5,232
+1,721% +$569K 0.13% 80
2023
Q4 		$35K Sell
304
-11
-3% -$1.13K 0.01% 281
2023
Q3 		$29K Sell
315
-19
-6% -$1.97K 0.01% 290
2023
Q2 		$38.1K Sell
334
-48
-13% -$5.71K 0.01% 290
2023
Q1 		$51.1K Hold
382
– – 0.01% 243
2022
Q4 		$51.8K Sell
382
-57
-13% -$7.71K 0.01% 254
2022
Q3 		$63K Sell
439
-20
-4% -$3.42K 0.02% 205
2022
Q2 		$77K Sell
459
-5
-1% -$910 0.02% 202
2022
Q1 		$86K Buy
464
+19
+4% +$3.38K 0.02% 201
2021
Q4 		$93K Sell
445
-2
-0.4% -$369 0.02% 203
2021
Q3 		$78K Buy
447
+71
+19% +$13.7K 0.02% 211
2021
Q2 		$73K Sell
376
-75
-17% -$14K 0.02% 206
2021
Q1 		$77K Buy
451
+16
+4% +$2.56K 0.02% 206
2020
Q4 		$69K Sell
435
-140
-24% -$22.7K 0.02% 211
2020
Q3 		$96K Buy
575
+66
+13% +$10.9K 0.03% 180
2020
Q2 		$85K Sell
509
-13
-2% -$2.09K 0.03% 171
2020
Q1 		$75K Buy
522
+348
+200% +$51.9K 0.03% 140
2019
Q4 		$25K Hold
174
– – 0.01% 264
2019
Q3 		$24K Hold
174
– – 0.01% 257
2019
Q2 		$23K Hold
174
– – 0.01% 256
2019
Q1 		$22K Sell
174
-119
-41% -$14K 0.01% 260
2018
Q4 		$32K Buy
+293
New +$32.2K 0.02% 237

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Prestige Wealth Management Group's CCI Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Crown Castle (CCI) stake by 41% in Q2 2026, selling an estimated $218K and leaving 3,534 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #146.

Prestige Wealth Management Group first reported a position in CCI in Q4 2018 and has held it in 31 quarters since. The position peaked at $691K in Q3 2024. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Prestige Wealth Management Group held 3,534 shares of Crown Castle worth $268K as of Q2 2026.
  • Prestige Wealth Management Group sold 2,480 Crown Castle shares in Q2 2026, an estimated $218K.
  • Crown Castle made up 0.05% of Prestige Wealth Management Group's portfolio in Q2 2026, its #146 holding.
  • Prestige Wealth Management Group first reported a position in Crown Castle in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Crown Castle position peaked at $691K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.