WAG
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Wiser Advisor Group’s Crown Castle CCI Stock Holding History

Wiser Advisor Group’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 		$23.8K Buy
315
+4
+1% +$351 0.03% 128
2026
Q1 		$25.2K Buy
311
+5
+2% +$430 0.03% 117
2025
Q4 		$27.2K Buy
306
+6
+2% +$552 0.03% 118
2025
Q3 		$28.9K Buy
+300
New +$30.4K 0.04% 114
2025
Q2 		– Sell
-296
Closed -$30.9K – 78
2025
Q1 		$30.9K Buy
296
+4
+1% +$373 0.05% 120
2024
Q4 		$26.5K Buy
292
+5
+2% +$523 0.04% 133
2024
Q3 		$34K Buy
287
+3
+1% +$330 0.05% 118
2024
Q2 		$27.7K Buy
284
+7
+3% +$689 0.04% 125
2024
Q1 		$29.5K Buy
277
+2
+0.7% +$218 0.05% 124
2023
Q4 		$31.6K Buy
+275
New +$28.2K 0.05% 120

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

Wiser Advisor Group's CCI Position: Q2 2026 in Review

Wiser Advisor Group increased its Crown Castle (CCI) stake by 1.3% in Q2 2026, buying an estimated $351 and bringing the position to 315 shares worth $23.8K. The position accounts for 0.03% of the portfolio, ranked #128.

Wiser Advisor Group first reported a position in CCI in Q4 2023 and has held it in 10 quarters since. The position peaked at $34K in Q3 2024. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Wiser Advisor Group held 315 shares of Crown Castle worth $23.8K as of Q2 2026.
  • Wiser Advisor Group bought 4 Crown Castle shares in Q2 2026, an estimated $351.
  • Crown Castle made up 0.03% of Wiser Advisor Group's portfolio in Q2 2026, its #128 holding.
  • Wiser Advisor Group first reported a position in Crown Castle in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Crown Castle position peaked at $34K in Q3 2024.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.