Accurate Wealth Management
CCI icon

Accurate Wealth Management’s Crown Castle CCI Stock Holding History

Accurate 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
Q3 		$622K Buy
7,815
+1,652
+27% +$124K 0.05% 326
2026
Q2 		$491K Buy
6,163
+114
+2% +$10K 0.05% 350
2026
Q1 		$522K Buy
6,049
+1,354
+29% +$117K 0.06% 308
2025
Q4 		$393K Buy
4,695
+1,832
+64% +$168K 0.05% 348
2025
Q3 		$279K Buy
2,863
+62
+2% +$6.28K 0.04% 411
2025
Q2 		$291K Sell
2,801
-25
-0.9% -$2.53K 0.04% 360
2025
Q1 		$273K Buy
2,826
+397
+16% +$37.1K 0.05% 309
2024
Q4 		$205K Buy
2,429
+124
+5% +$13K 0.04% 366
2024
Q3 		$263K Sell
2,305
-45
-2% -$4.96K 0.05% 305
2024
Q2 		$242K Sell
2,350
-314
-12% -$30.9K 0.06% 280
2024
Q1 		$254K Sell
2,664
-130
-5% -$14.1K 0.07% 244
2023
Q4 		$315K Sell
2,794
-417
-13% -$42.7K 0.1% 193
2023
Q3 		$300K Buy
3,211
+164
+5% +$17K 0.09% 193
2023
Q2 		$352K Buy
3,047
+64
+2% +$7.62K 0.11% 183
2023
Q1 		$400K Buy
2,983
+555
+23% +$76.7K 0.14% 158
2022
Q4 		$357K Buy
2,428
+536
+28% +$72.5K 0.13% 139
2022
Q3 		$253K Sell
1,892
-381
-17% -$65.2K 0.11% 152
2022
Q2 		$386K Sell
2,273
-6
-0.3% -$1.09K 0.21% 96
2022
Q1 		$421K Buy
2,279
+250
+12% +$44.5K 0.19% 100
2021
Q4 		$400K Sell
2,029
-6
-0.3% -$1.11K 0.33% 82
2021
Q3 		$351K Buy
2,035
+125
+7% +$24.2K 0.31% 90
2021
Q2 		$373K Buy
+1,910
New +$358K 0.33% 78

Other funds holding CCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Accurate Wealth Management's CCI Position: Q3 2026 in Review

Accurate Wealth Management increased its Crown Castle (CCI) stake by 27% in Q3 2026, buying an estimated $124K and bringing the position to 7,815 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #326.

Accurate Wealth Management first reported a position in CCI in Q2 2021 and has held it in 22 quarters since. 554 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Accurate Wealth Management held 7,815 shares of Crown Castle worth $622K as of Q3 2026.
  • Accurate Wealth Management bought 1,652 Crown Castle shares in Q3 2026, an estimated $124K.
  • Crown Castle made up 0.05% of Accurate Wealth Management's portfolio in Q3 2026, its #326 holding.
  • Accurate Wealth Management first reported a position in Crown Castle in Q2 2021 and has held it in 22 quarters since.
  • 554 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.