Aufman Associates
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Aufman Associates’s Crown Castle CCI Stock Holding History

Aufman Associates’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 		$708K Sell
10,620
-1,654
-13% -$124K 0.29% 26
2026
Q2 		$930K Sell
12,274
-2,000
-14% -$176K 0.37% 21
2026
Q1 		$1.16M Sell
14,274
-2,105
-13% -$181K 0.57% 16
2025
Q4 		$1.46M Hold
16,379
– – 0.75% 14
2025
Q3 		$1.58M Sell
16,379
-1,330
-8% -$135K 0.89% 14
2025
Q2 		$1.82M Sell
17,709
-1,317
-7% -$133K 1.12% 12
2025
Q1 		$1.98M Buy
19,026
+576
+3% +$53.8K 1.36% 11
2024
Q4 		$1.67M Sell
18,450
-300
-2% -$31.4K 1.13% 11
2024
Q3 		$2.22M Sell
18,750
-2,450
-12% -$270K 1.43% 10
2024
Q2 		$2.07M Hold
21,200
– – 1.47% 10
2024
Q1 		$2.24M Buy
21,200
+518
+3% +$56.3K 1.58% 10
2023
Q4 		$2.38M Hold
20,682
– – 1.8% 10
2023
Q3 		$1.9M Hold
20,682
– – 1.6% 11
2023
Q2 		$2.36M Hold
20,682
– – 1.94% 9
2023
Q1 		$2.77M Buy
20,682
+375
+2% +$51.8K 2.36% 8
2022
Q4 		$2.75M Hold
20,307
– – 2.55% 6
2022
Q3 		$2.94M Hold
20,307
– – 3.09% 5
2022
Q2 		$3.42M Sell
20,307
-1,260
-6% -$229K 3.25% 5
2022
Q1 		$3.98M Buy
21,567
+397
+2% +$70.7K 3.14% 5
2021
Q4 		$4.42M Hold
21,170
– – 3.27% 5
2021
Q3 		$3.67M Hold
21,170
– – 3.02% 5
2021
Q2 		$4.13M Sell
21,170
-2,697
-11% -$505K 3.19% 5
2021
Q1 		$4.11M Buy
+23,867
New +$3.82M 3.42% 5

Other funds holding CCI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Aufman Associates's CCI Position: Q3 2026 in Review

Aufman Associates reduced its Crown Castle (CCI) stake by 13% in Q3 2026, selling an estimated $124K and leaving 10,620 shares worth $708K. The position accounts for 0.29% of the portfolio, ranked #26.

Aufman Associates first reported a position in CCI in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.42M in Q4 2021. 619 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Aufman Associates held 10,620 shares of Crown Castle worth $708K as of Q3 2026.
  • Aufman Associates sold 1,654 Crown Castle shares in Q3 2026, an estimated $124K.
  • Crown Castle made up 0.29% of Aufman Associates's portfolio in Q3 2026, its #26 holding.
  • Aufman Associates first reported a position in Crown Castle in Q1 2021 and has held it in 23 quarters since.
  • Aufman Associates's Crown Castle position peaked at $4.42M in Q4 2021.
  • 619 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.