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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
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

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

Aufman Associates's CCI Position: Q2 2026 in Review

Aufman Associates reduced its Crown Castle (CCI) stake by 14% in Q2 2026, selling an estimated $176K and leaving 12,274 shares worth $930K. The position accounts for 0.37% of the portfolio, ranked #21.

Aufman Associates first reported a position in CCI in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.42M in Q4 2021. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Aufman Associates held 12,274 shares of Crown Castle worth $930K as of Q2 2026.
  • Aufman Associates sold 2,000 Crown Castle shares in Q2 2026, an estimated $176K.
  • Crown Castle made up 0.37% of Aufman Associates's portfolio in Q2 2026, its #21 holding.
  • Aufman Associates first reported a position in Crown Castle in Q1 2021 and has held it in 22 quarters since.
  • Aufman Associates's Crown Castle position peaked at $4.42M in Q4 2021.
  • 936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.