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Caldwell Trust’s Crown Castle CCI Stock Holding History

Caldwell Trust’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 		$1.14K Buy
+15
New +$1.32K ﹤0.01% 784
2025
Q4 		– Sell
-100
Closed -$9.65K – 761
2025
Q3 		$9.65K Hold
100
– – ﹤0.01% 644
2025
Q2 		$10.3K Sell
100
-8
-7% -$810 ﹤0.01% 635
2025
Q1 		$11.3K Sell
108
-2
-2% -$187 ﹤0.01% 623
2024
Q4 		$9.98K Sell
110
-104
-49% -$10.9K ﹤0.01% 609
2024
Q3 		$25.4K Buy
214
+79
+59% +$8.7K ﹤0.01% 531
2024
Q2 		$13.2K Hold
135
– – ﹤0.01% 588
2024
Q1 		$14.3K Hold
135
– – ﹤0.01% 593
2023
Q4 		$15.6K Sell
135
-43
-24% -$4.4K ﹤0.01% 575
2023
Q3 		$16.4K Sell
178
-115
-39% -$11.9K ﹤0.01% 570
2023
Q2 		$33.4K Buy
293
+78
+36% +$9.28K ﹤0.01% 499
2023
Q1 		$28.8K Hold
215
– – ﹤0.01% 505
2022
Q4 		$29.2K Sell
215
-19
-8% -$2.57K ﹤0.01% 493
2022
Q3 		$33.8K Buy
+234
New +$40K 0.01% 481
2022
Q1 		– Sell
-25
Closed -$5.22K – 750
2021
Q4 		$5.22K Hold
25
– – ﹤0.01% 678
2021
Q3 		$4.33K Sell
25
-5
-17% -$967 ﹤0.01% 681
2021
Q2 		$5.85K Hold
30
– – ﹤0.01% 674
2021
Q1 		$5.16K Hold
30
– – ﹤0.01% 670
2020
Q4 		$4.78K Sell
30
-415
-93% -$67.3K ﹤0.01% 672
2020
Q3 		$74.1K Sell
445
-160
-26% -$26.4K 0.01% 360
2020
Q2 		$101K Hold
605
– – 0.02% 332
2020
Q1 		$87.4K Buy
605
+100
+20% +$14.9K 0.02% 337
2019
Q4 		$71.8K Buy
+505
New +$68.9K 0.01% 408

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

Caldwell Trust's CCI Position: Q2 2026 in Review

Caldwell Trust opened a new position in Crown Castle (CCI) in Q2 2026: 15 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings. This is a return to the name: Caldwell Trust previously reported a position in CCI as recently as Q3 2025.

Caldwell Trust first reported a position in CCI in Q4 2019 and has held it in 23 quarters since. The position peaked at $101K in Q2 2020. 937 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Caldwell Trust held 15 shares of Crown Castle worth $1.14K as of Q2 2026.
  • Crown Castle was a new Caldwell Trust position in Q2 2026.
  • Crown Castle made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #784 holding.
  • Caldwell Trust first reported a position in Crown Castle in Q4 2019 and has held it in 23 quarters since.
  • Caldwell Trust's Crown Castle position peaked at $101K in Q2 2020.
  • 937 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.