Winch Advisory Services’s Crown Castle CCI Stock Holding History

Winch 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	$11.7K	Buy	154 +2	+1%	+$176	﹤0.01%	322
2026 Q1	$12.4K	Buy	152 +2	+1%	+$172	﹤0.01%	299
2025 Q4	$13.3K	Buy	150 +3	+2%	+$276	﹤0.01%	282
2025 Q3	$14.2K	Hold	147	–	–	﹤0.01%	270
2025 Q2	$15.1K	Buy	147 +2	+1%	+$202	﹤0.01%	255
2025 Q1	$15.1K	Buy	145 +2	+1%	+$187	﹤0.01%	245
2024 Q4	$13K	Buy	+143	New	+$14.9K	﹤0.01%	272
2022 Q2	–	Sell	-16	Closed	-$3K	–	440
2022 Q1	$3K	Hold	16	–	–	﹤0.01%	351
2021 Q4	$3K	Buy	16 +1	+7%	+$185	﹤0.01%	363
2021 Q3	$3K	Buy	+15	New	+$2.9K	﹤0.01%	374
2019 Q4	–	Sell	-25	Closed	-$1K	–	361
2019 Q3	$1K	Buy	25 +13	+108%	+$1.8K	﹤0.01%	318
2019 Q2	$2K	Sell	12 -16	-57%	-$2.06K	﹤0.01%	345
2019 Q1	$4K	Buy	+28	New	+$3.28K	﹤0.01%	258

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Winch Advisory Services increased its Crown Castle (CCI) stake by 1.3% in Q2 2026, buying an estimated $176 and bringing the position to 154 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Winch Advisory Services first reported a position in CCI in Q1 2019 and has held it in 13 quarters since. The position peaked at $15.1K in Q1 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Winch Advisory Services held 154 shares of Crown Castle worth $11.7K as of Q2 2026.
Winch Advisory Services bought 2 Crown Castle shares in Q2 2026, an estimated $176.
Crown Castle made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #322 holding.
Winch Advisory Services first reported a position in Crown Castle in Q1 2019 and has held it in 13 quarters since.
Winch Advisory Services's Crown Castle position peaked at $15.1K in Q1 2025.
931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.