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Provenance Wealth Advisors’s Crown Castle CCI Stock Holding History

Provenance 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 		$7.27K Buy
+96
New +$8.43K ﹤0.01% 363
2025
Q2 		– Sell
-2,192
Closed -$228K – 441
2025
Q1 		$228K Buy
+2,192
New +$205K 0.03% 123
2024
Q2 		– Sell
-116
Closed -$12.3K – 516
2024
Q1 		$12.3K Hold
116
– – ﹤0.01% 309
2023
Q4 		$13.4K Buy
+116
New +$11.9K ﹤0.01% 289

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

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

Provenance Wealth Advisors opened a new position in Crown Castle (CCI) in Q2 2026: 96 shares worth $7.27K. The stake represents ﹤0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in CCI as recently as Q1 2025.

Provenance Wealth Advisors first reported a position in CCI in Q4 2023 and has held it in 4 quarters since. The position peaked at $228K in Q1 2025. 937 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Provenance Wealth Advisors held 96 shares of Crown Castle worth $7.27K as of Q2 2026.
  • Crown Castle was a new Provenance Wealth Advisors position in Q2 2026.
  • Crown Castle made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #363 holding.
  • Provenance Wealth Advisors first reported a position in Crown Castle in Q4 2023 and has held it in 4 quarters since.
  • Provenance Wealth Advisors's Crown Castle position peaked at $228K in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.