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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Crown Castle CCI Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
Q3 		$59.7K Buy
896
+70
+8% +$5.25K 0.02% 532
2026
Q2 		$62.5K Sell
826
-263
-24% -$23.1K 0.01% 879
2026
Q1 		$88.6K Sell
1,089
-427
-28% -$36.8K 0.01% 786
2025
Q4 		$135K Buy
1,516
+248
+20% +$22.8K 0.02% 677
2025
Q3 		$122K Sell
1,268
-35
-3% -$3.54K 0.02% 654
2025
Q2 		$134K Sell
1,303
-784
-38% -$79.3K 0.02% 586
2025
Q1 		$218K Buy
2,087
+541
+35% +$50.5K 0.04% 452
2024
Q4 		$140K Sell
1,546
-380
-20% -$39.7K 0.02% 543
2024
Q3 		$228K Buy
+1,926
New +$212K 0.04% 447

Other funds holding CCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s CCI Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Crown Castle (CCI) stake by 8.5% in Q3 2026, buying an estimated $5.25K and bringing the position to 896 shares worth $59.7K. The position accounts for 0.02% of the portfolio, ranked #532.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in CCI in Q3 2024 and has held it in 9 quarters since. The position peaked at $228K in Q3 2024. 764 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 896 shares of Crown Castle worth $59.7K as of Q3 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 70 Crown Castle shares in Q3 2026, an estimated $5.25K.
  • Crown Castle made up 0.02% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #532 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Crown Castle in Q3 2024 and has held it in 9 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Crown Castle position peaked at $228K in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.