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Acorn Financial Advisory Services’s Crown Castle CCI Stock Holding History

Acorn Financial Advisory Services’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 		$777K Sell
10,262
-608
-6% -$53.4K 0.1% 98
2026
Q1 		$884K Sell
10,870
-18
-0.2% -$1.55K 0.12% 83
2025
Q4 		$968K Buy
10,888
+244
+2% +$22.4K 0.14% 75
2025
Q3 		$1.03M Sell
10,644
-471
-4% -$47.7K 0.16% 68
2025
Q2 		$1.14M Sell
11,115
-229
-2% -$23.2K 0.19% 61
2025
Q1 		$1.18M Sell
11,344
-299
-3% -$27.9K 0.21% 57
2024
Q4 		$1.06M Sell
11,643
-304
-3% -$31.8K 0.17% 67
2024
Q3 		$1.42M Sell
11,947
-111
-0.9% -$12.2K 0.25% 45
2024
Q2 		$1.18M Sell
12,058
-112
-0.9% -$11K 0.22% 53
2024
Q1 		$1.29M Buy
12,170
+177
+1% +$19.3K 0.24% 53
2023
Q4 		$1.38M Sell
11,993
-121
-1% -$12.4K 0.24% 62
2023
Q3 		$1.11M Sell
12,114
-187
-2% -$19.4K 0.2% 75
2023
Q2 		$1.4M Buy
12,301
+2,029
+20% +$242K 0.25% 55
2023
Q1 		$1.37M Buy
10,272
+158
+2% +$21.8K 0.27% 53
2022
Q4 		$1.37M Hold
10,114
– – 0.29% 47
2022
Q3 		$1.46M Buy
10,114
+112
+1% +$19.2K 0.35% 39
2022
Q2 		$1.68M Sell
10,002
-178
-2% -$32.4K 0.4% 33
2022
Q1 		$1.88M Sell
10,180
-143
-1% -$25.5K 0.38% 40
2021
Q4 		$2.15M Buy
10,323
+103
+1% +$19K 0.43% 35
2021
Q3 		$1.77M Buy
10,220
+506
+5% +$97.8K 0.55% 44
2021
Q2 		$1.9M Buy
9,714
+234
+2% +$43.8K 0.56% 46
2021
Q1 		$1.63M Buy
9,480
+2,132
+29% +$342K 0.6% 44
2020
Q4 		$1.17M Buy
7,348
+269
+4% +$43.6K 0.46% 60
2020
Q3 		$1.18M Buy
7,079
+335
+5% +$55.3K 0.62% 41
2020
Q2 		$1.13M Buy
6,744
+73
+1% +$11.8K 0.79% 34
2020
Q1 		$963K Sell
6,671
-311
-4% -$46.4K 0.95% 27
2019
Q4 		$992K Buy
+6,982
New +$952K 0.83% 39

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

Acorn Financial Advisory Services's CCI Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Crown Castle (CCI) stake by 5.6% in Q2 2026, selling an estimated $53.4K and leaving 10,262 shares worth $777K. The position accounts for 0.1% of the portfolio, ranked #98.

Acorn Financial Advisory Services first reported a position in CCI in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.15M in Q4 2021. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Acorn Financial Advisory Services held 10,262 shares of Crown Castle worth $777K as of Q2 2026.
  • Acorn Financial Advisory Services sold 608 Crown Castle shares in Q2 2026, an estimated $53.4K.
  • Crown Castle made up 0.1% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #98 holding.
  • Acorn Financial Advisory Services first reported a position in Crown Castle in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's Crown Castle position peaked at $2.15M in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.