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Arkadios Wealth Advisors’s Crown Castle CCI Stock Holding History

Arkadios Wealth Advisors’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 		$1.66M Sell
21,862
-3,782
-15% -$332K 0.03% 610
2026
Q1 		$2.09M Buy
25,644
+1,658
+7% +$143K 0.03% 492
2025
Q4 		$2.13M Sell
23,986
-4,217
-15% -$388K 0.04% 428
2025
Q3 		$2.72M Buy
28,203
+5,098
+22% +$516K 0.07% 313
2025
Q2 		$2.37M Sell
23,105
-1,266
-5% -$128K 0.07% 304
2025
Q1 		$2.54M Buy
24,371
+11,925
+96% +$1.11M 0.1% 237
2024
Q4 		$1.13M Buy
12,446
+338
+3% +$35.3K 0.06% 301
2024
Q3 		$1.44M Sell
12,108
-498
-4% -$54.9K 0.08% 242
2024
Q2 		$1.23M Buy
12,606
+3,118
+33% +$307K 0.08% 239
2024
Q1 		$1M Buy
9,488
+42
+0.4% +$4.57K 0.08% 236
2023
Q4 		$1.09M Buy
9,446
+900
+11% +$92.2K 0.09% 207
2023
Q3 		$787K Buy
8,546
+592
+7% +$61.3K 0.07% 251
2023
Q2 		$906K Sell
7,954
-1,390
-15% -$165K 0.11% 200
2023
Q1 		$1.25M Sell
9,344
-584
-6% -$80.7K 0.15% 159
2022
Q4 		$1.35M Sell
9,928
-397
-4% -$53.7K 0.18% 137
2022
Q3 		$1.49M Sell
10,325
-198
-2% -$33.9K 0.23% 119
2022
Q2 		$1.77M Buy
10,523
+1,481
+16% +$269K 0.26% 105
2022
Q1 		$1.67M Buy
9,042
+831
+10% +$148K 0.22% 117
2021
Q4 		$1.71M Buy
8,211
+5,659
+222% +$1.04M 0.23% 107
2021
Q3 		$442K Buy
2,552
+1
+0% +$193 0.06% 321
2021
Q2 		$497K Buy
2,551
+1,017
+66% +$190K 0.06% 335
2021
Q1 		$264K Buy
1,534
+130
+9% +$20.8K 0.04% 365
2020
Q4 		$223K Buy
1,404
+853
+155% +$138K 0.05% 310
2020
Q3 		$92K Buy
551
+370
+204% +$61.1K 0.05% 305
2020
Q2 		$30.7K Buy
181
+23
+15% +$3.7K 0.02% 463
2020
Q1 		$22.8K Sell
158
-1
-0.6% -$149 0.01% 461
2019
Q4 		$26.1K Buy
+159
New +$21.7K 0.02% 415

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

Arkadios Wealth Advisors's CCI Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Crown Castle (CCI) stake by 15% in Q2 2026, selling an estimated $332K and leaving 21,862 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #610.

Arkadios Wealth Advisors first reported a position in CCI in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.72M in Q3 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Arkadios Wealth Advisors held 21,862 shares of Crown Castle worth $1.66M as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,782 Crown Castle shares in Q2 2026, an estimated $332K.
  • Crown Castle made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #610 holding.
  • Arkadios Wealth Advisors first reported a position in Crown Castle in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Crown Castle position peaked at $2.72M in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.