Wealth Enhancement Advisory Services
CCI icon

Wealth Enhancement Advisory Services’s Crown Castle CCI Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.7M Sell
71,597
-17,972
-20% -$1.58M 0.01% 932
2026
Q1 		$7.59M Sell
89,569
-31,939
-26% -$2.75M 0.02% 700
2025
Q4 		$10.6M Sell
121,508
-10,779
-8% -$991K 0.01% 675
2025
Q3 		$12.6M Sell
132,287
-1,269
-1% -$128K 0.02% 575
2025
Q2 		$13.7M Sell
133,556
-124,743
-48% -$12.6M 0.02% 534
2025
Q1 		$26.9M Buy
258,299
+18,261
+8% +$1.71M 0.05% 326
2024
Q4 		$21.8M Buy
240,038
+16,041
+7% +$1.68M 0.04% 355
2024
Q3 		$26.6M Buy
223,997
+14,234
+7% +$1.57M 0.06% 303
2024
Q2 		$20.5M Sell
209,763
-16,808
-7% -$1.66M 0.05% 327
2024
Q1 		$24M Sell
226,571
-45,740
-17% -$4.98M 0.06% 286
2023
Q4 		$31.4M Sell
272,311
-658
-0.2% -$67.4K 0.09% 212
2023
Q3 		$25.1M Buy
+272,969
New +$28.3M 0.08% 235
2020
Q3 		– Sell
-11,531
Closed -$1.94M – 209
2020
Q2 		$1.94M Buy
+11,531
New +$1.86M 0.06% 121
2019
Q3 		– Sell
-8,307
Closed -$1.08M – 203
2019
Q2 		$1.08M Buy
+8,307
New +$1.07M 0.05% 152

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 Enhancement Advisory Services's CCI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Crown Castle (CCI) stake by 20% in Q2 2026, selling an estimated $1.58M and leaving 71,597 shares worth $5.7M. The position accounts for 0.01% of the portfolio, ranked #932.

Wealth Enhancement Advisory Services first reported a position in CCI in Q2 2019 and has held it in 14 quarters since. The position peaked at $31.4M in Q4 2023. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 71,597 shares of Crown Castle worth $5.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 17,972 Crown Castle shares in Q2 2026, an estimated $1.58M.
  • Crown Castle made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #932 holding.
  • Wealth Enhancement Advisory Services first reported a position in Crown Castle in Q2 2019 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Crown Castle position peaked at $31.4M in Q4 2023.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.