AWM
CCI icon

Activest Wealth Management’s Crown Castle CCI Stock Holding History

Activest 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 		$2.01K Buy
+27
New +$2.37K ﹤0.01% 852
2025
Q4 		– Sell
-82
Closed -$7.88K – 1155
2025
Q3 		$7.88K Sell
82
-95
-54% -$9.62K ﹤0.01% 562
2025
Q2 		$18.2K Buy
177
+43
+32% +$4.35K ﹤0.01% 339
2025
Q1 		$14K Buy
134
+77
+135% +$7.19K ﹤0.01% 343
2024
Q4 		$5.16K Buy
57
+36
+171% +$3.76K ﹤0.01% 370
2024
Q3 		$2.55K Hold
21
– – ﹤0.01% 416
2024
Q2 		$2.07K Hold
21
– – ﹤0.01% 398
2024
Q1 		$2.21K Hold
21
– – ﹤0.01% 302
2023
Q4 		$2.37K Buy
21
+1
+5% +$102 ﹤0.01% 264
2023
Q3 		$1.86K Hold
20
– – ﹤0.01% 275
2023
Q2 		$3.29K Buy
20
+1
+5% +$119 ﹤0.01% 248
2023
Q1 		$2.57K Sell
19
-161
-89% -$22.3K ﹤0.01% 244
2022
Q4 		$24.5K Hold
180
– – 0.01% 241
2022
Q3 		$26K Buy
180
+161
+847% +$27.6K 0.01% 224
2022
Q2 		$3K Buy
+19
New +$3.46K ﹤0.01% 291

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

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

Activest Wealth Management opened a new position in Crown Castle (CCI) in Q2 2026: 27 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in CCI as recently as Q3 2025.

Activest Wealth Management first reported a position in CCI in Q2 2022 and has held it in 15 quarters since. The position peaked at $26K in Q3 2022. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Activest Wealth Management held 27 shares of Crown Castle worth $2.01K as of Q2 2026.
  • Crown Castle was a new Activest Wealth Management position in Q2 2026.
  • Crown Castle made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #852 holding.
  • Activest Wealth Management first reported a position in Crown Castle in Q2 2022 and has held it in 15 quarters since.
  • Activest Wealth Management's Crown Castle position peaked at $26K in Q3 2022.
  • 936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.