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Abundance Wealth Counselors’s Crown Castle CCI Stock Holding History

Abundance Wealth Counselors’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 		$1.89M Buy
24,997
+12,758
+104% +$1.12M 0.12% 109
2026
Q1 		$995K Sell
12,239
-818
-6% -$70.4K 0.14% 106
2025
Q4 		$1.16M Buy
13,057
+382
+3% +$35.1K 0.2% 80
2025
Q3 		$1.22M Buy
12,675
+521
+4% +$52.7K 0.21% 81
2025
Q2 		$1.25M Buy
12,154
+518
+4% +$52.4K 0.23% 77
2025
Q1 		$1.21M Buy
11,636
+3,408
+41% +$318K 0.25% 70
2024
Q4 		$747K Sell
8,228
-1,809
-18% -$189K 0.16% 98
2024
Q3 		$1.19M Buy
10,037
+577
+6% +$63.6K 0.25% 71
2024
Q2 		$924K Buy
9,460
+1,741
+23% +$171K 0.43% 44
2024
Q1 		$817K Buy
7,719
+1,623
+27% +$177K 0.19% 84
2023
Q4 		$702K Buy
6,096
+353
+6% +$36.2K 0.18% 88
2023
Q3 		$529K Buy
5,743
+557
+11% +$57.7K 0.15% 92
2023
Q2 		$591K Buy
5,186
+125
+2% +$14.9K 0.31% 38
2023
Q1 		$677K Buy
+5,061
New +$700K 0.17% 86
2021
Q2 		– Sell
-390
Closed -$67K – 146
2021
Q1 		$67K Buy
+390
New +$62.5K 0.02% 152

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 $3.38T AUM 44.17% 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

Abundance Wealth Counselors's CCI Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Crown Castle (CCI) stake by 104% in Q2 2026, buying an estimated $1.12M and bringing the position to 24,997 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #109.

Abundance Wealth Counselors first reported a position in CCI in Q1 2021 and has held it in 15 quarters since. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Abundance Wealth Counselors held 24,997 shares of Crown Castle worth $1.89M as of Q2 2026.
  • Abundance Wealth Counselors bought 12,758 Crown Castle shares in Q2 2026, an estimated $1.12M.
  • Crown Castle made up 0.12% of Abundance Wealth Counselors's portfolio in Q2 2026, its #109 holding.
  • Abundance Wealth Counselors first reported a position in Crown Castle in Q1 2021 and has held it in 15 quarters since.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.