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Wealth Alliance’s Crown Castle CCI Stock Holding History

Wealth Alliance’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
-2,761
Closed -$224K – 590
2026
Q1 		$224K Buy
2,761
+426
+18% +$36.7K 0.02% 510
2025
Q4 		$208K Buy
+2,335
New +$215K 0.02% 530
2025
Q3 		– Sell
-2,462
Closed -$253K – 561
2025
Q2 		$253K Sell
2,462
-195
-7% -$19.7K 0.03% 462
2025
Q1 		$277K Buy
+2,657
New +$248K 0.03% 410
2024
Q4 		– Sell
-3,586
Closed -$425K – 502
2024
Q3 		$425K Buy
3,586
+99
+3% +$10.9K 0.05% 307
2024
Q2 		$341K Sell
3,487
-2,893
-45% -$285K 0.04% 355
2024
Q1 		$675K Sell
6,380
-2,501
-28% -$272K 0.09% 220
2023
Q4 		$1.02M Sell
8,881
-1,995
-18% -$204K 0.14% 140
2023
Q3 		$1M Buy
10,876
+3,717
+52% +$385K 0.16% 132
2023
Q2 		$816K Sell
7,159
-4,853
-40% -$578K 0.12% 172
2023
Q1 		$1.61M Buy
12,012
+1,136
+10% +$157K 0.26% 84
2022
Q4 		$1.48M Buy
10,876
+1,773
+19% +$240K 0.26% 84
2022
Q3 		$1.32M Buy
9,103
+171
+2% +$29.3K 0.26% 82
2022
Q2 		$1.5M Sell
8,932
-265
-3% -$48.2K 0.29% 76
2022
Q1 		$1.7M Buy
9,197
+904
+11% +$161K 0.35% 57
2021
Q4 		$1.73M Buy
8,293
+1,626
+24% +$300K 0.35% 57
2021
Q3 		$1.16M Buy
6,667
+103
+2% +$19.9K 0.26% 85
2021
Q2 		$1.28M Sell
6,564
-1,229
-16% -$230K 0.3% 74
2021
Q1 		$1.34M Buy
7,793
+2,116
+37% +$339K 0.38% 59
2020
Q4 		$903K Buy
5,677
+2,403
+73% +$390K 0.27% 86
2020
Q3 		$545K Buy
3,274
+1,454
+80% +$240K 0.2% 134
2020
Q2 		$305K Buy
1,820
+184
+11% +$29.6K 0.12% 213
2020
Q1 		$236K Buy
+1,636
New +$244K 0.13% 197

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

Wealth Alliance's CCI Position: Q2 2026 in Review

Wealth Alliance sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 2,761 shares — an estimated $224K sold.

Wealth Alliance first reported a position in CCI in Q1 2020 and held it in 23 quarters. The position peaked at $1.73M in Q4 2021. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Wealth Alliance reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance sold 2,761 Crown Castle shares in Q2 2026, an estimated $224K.
  • Wealth Alliance first reported a position in Crown Castle in Q1 2020 and held it in 23 quarters.
  • Wealth Alliance's Crown Castle position peaked at $1.73M in Q4 2021.
  • 936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.