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Welch & Forbes’s Crown Castle CCI Stock Holding History

Welch & Forbes’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
2025
Q4 		– Sell
-2,320
Closed -$224K – 376
2025
Q3 		$224K Sell
2,320
-167
-7% -$16.9K ﹤0.01% 364
2025
Q2 		$255K Hold
2,487
– – ﹤0.01% 346
2025
Q1 		$259K Hold
2,487
– – ﹤0.01% 337
2024
Q4 		$226K Buy
2,487
+225
+10% +$23.5K ﹤0.01% 360
2024
Q3 		$268K Sell
2,262
-225
-9% -$24.8K ﹤0.01% 346
2024
Q2 		$243K Sell
2,487
-369
-13% -$36.3K ﹤0.01% 350
2024
Q1 		$302K Buy
+2,856
New +$311K ﹤0.01% 332

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Welch & Forbes's CCI Position: Q4 2025 in Review

Welch & Forbes sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,320 shares — an estimated $224K sold.

Welch & Forbes first reported a position in CCI in Q1 2024 and held it in 7 quarters. The position peaked at $302K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Welch & Forbes reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Welch & Forbes sold 2,320 Crown Castle shares in Q4 2025, an estimated $224K.
  • Welch & Forbes first reported a position in Crown Castle in Q1 2024 and held it in 7 quarters.
  • Welch & Forbes's Crown Castle position peaked at $302K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Welch & Forbes's 13F filing for Q4 2025, filed 10 Feb 2026.