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

Wealth Enhancement Trust 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 		$181K Hold
2,389
– – 0.02% 297
2026
Q1 		$194K Hold
2,389
– – 0.02% 282
2025
Q4 		$212K Buy
+2,389
New +$220K 0.03% 257

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Wealth Enhancement Trust Services's CCI Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Crown Castle (CCI) position steady in Q2 2026 at 2,389 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #297.

Wealth Enhancement Trust Services first reported a position in CCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $212K in Q4 2025. 649 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,389 shares of Crown Castle worth $181K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Crown Castle share count unchanged in Q2 2026.
  • Crown Castle made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #297 holding.
  • Wealth Enhancement Trust Services first reported a position in Crown Castle in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Crown Castle position peaked at $212K in Q4 2025.
  • 649 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

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