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Abound Wealth Management’s Crown Castle CCI Stock Holding History

Abound Wealth Management’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 		– Sell
-147
Closed -$12K – 1406
2026
Q1 		$12K Buy
147
+93
+172% +$8.01K ﹤0.01% 503
2025
Q4 		$4.81K Buy
54
+9
+20% +$828 ﹤0.01% 682
2025
Q3 		$4.37K Hold
45
– – ﹤0.01% 676
2025
Q2 		$4.63K Hold
45
– – ﹤0.01% 591
2025
Q1 		$4.7K Sell
45
-15
-25% -$1.4K ﹤0.01% 553
2024
Q4 		$5.42K Sell
60
-13
-18% -$1.36K ﹤0.01% 504
2024
Q3 		$8.68K Buy
73
+21
+40% +$2.31K ﹤0.01% 439
2024
Q2 		$5.08K Hold
52
– – ﹤0.01% 495
2024
Q1 		$5.51K Buy
52
+2
+4% +$218 ﹤0.01% 497
2023
Q4 		$5.76K Sell
50
-3
-6% -$307 ﹤0.01% 470
2023
Q3 		$4.88K Sell
53
-8
-13% -$829 ﹤0.01% 465
2023
Q2 		$6.98K Buy
61
+16
+36% +$1.9K ﹤0.01% 409
2023
Q1 		$6.03K Hold
45
– – ﹤0.01% 364
2022
Q4 		$6.11K Sell
45
-79
-64% -$10.7K ﹤0.01% 324
2022
Q3 		$18K Buy
+124
New +$21.2K 0.01% 200

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

Abound Wealth Management's CCI Position: Q2 2026 in Review

Abound Wealth Management sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 147 shares — an estimated $12K sold.

Abound Wealth Management first reported a position in CCI in Q3 2022 and held it in 15 quarters. The position peaked at $18K in Q3 2022. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Abound Wealth Management reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 147 Crown Castle shares in Q2 2026, an estimated $12K.
  • Abound Wealth Management first reported a position in Crown Castle in Q3 2022 and held it in 15 quarters.
  • Abound Wealth Management's Crown Castle position peaked at $18K in Q3 2022.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.