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Angeles Wealth Management’s Crown Castle CCI Stock Holding History

Angeles 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 		$371K Sell
4,902
-158
-3% -$13.9K 0.02% 338
2026
Q1 		$411K Sell
5,060
-105
-2% -$9.04K 0.02% 267
2025
Q4 		$459K Buy
5,165
+2,272
+79% +$209K 0.03% 228
2025
Q3 		$279K Sell
2,893
-28
-1% -$2.83K 0.02% 273
2025
Q2 		$300K Buy
2,921
+309
+12% +$31.3K 0.02% 259
2025
Q1 		$272K Sell
2,612
-842
-24% -$78.6K 0.02% 235
2024
Q4 		$313K Buy
3,454
+953
+38% +$99.6K 0.03% 200
2024
Q3 		$297K Buy
2,501
+324
+15% +$35.7K 0.03% 204
2024
Q2 		$213K Sell
2,177
-39
-2% -$3.84K 0.02% 221
2024
Q1 		$235K Sell
2,216
-104
-4% -$11.3K 0.02% 196
2023
Q4 		$267K Buy
+2,320
New +$238K 0.03% 157

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

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

Angeles Wealth Management reduced its Crown Castle (CCI) stake by 3.1% in Q2 2026, selling an estimated $13.9K and leaving 4,902 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #338.

Angeles Wealth Management first reported a position in CCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $459K in Q4 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Angeles Wealth Management held 4,902 shares of Crown Castle worth $371K as of Q2 2026.
  • Angeles Wealth Management sold 158 Crown Castle shares in Q2 2026, an estimated $13.9K.
  • Crown Castle made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Angeles Wealth Management first reported a position in Crown Castle in Q4 2023 and has held it in 11 quarters since.
  • Angeles Wealth Management's Crown Castle position peaked at $459K in Q4 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.