Capital Group Private Client Services’s Crown Castle CCI Stock Holding History

Capital Group Private Client Services’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 Q1	–	Sell	-3,436	Closed	-$305K	–	250
2025 Q4	$305K	Buy	+3,436	New	+$316K	﹤0.01%	267
2023 Q3	–	Sell	-268,118	Closed	-$30.5M	–	239
2023 Q2	$30.5M	Sell	268,118 -221,881	-45%	-$26.4M	0.36%	89
2023 Q1	$65.6M	Buy	489,999 +7,323	+2%	+$1.01M	0.81%	37
2022 Q4	$65.5M	Sell	482,676 -9,232	-2%	-$1.25M	0.83%	36
2022 Q3	$71.1M	Sell	491,908 -5,692	-1%	-$974K	1%	32
2022 Q2	$83.8M	Sell	497,600 -1,045	-0.2%	-$190K	1.08%	27
2022 Q1	$92M	Sell	498,645 -28,876	-5%	-$5.14M	1.01%	31
2021 Q4	$110M	Sell	527,521 -11,354	-2%	-$2.1M	1.18%	28
2021 Q3	$93.4M	Buy	+538,875	New	+$104M	1.08%	30

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital Group Private Client Services's CCI Position: Q1 2026 in Review

Capital Group Private Client Services sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 3,436 shares — an estimated $305K sold.

Capital Group Private Client Services first reported a position in CCI in Q3 2021 and held it in 9 quarters. The position peaked at $110M in Q4 2021. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Capital Group Private Client Services reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
Capital Group Private Client Services sold 3,436 Crown Castle shares in Q1 2026, an estimated $305K.
Capital Group Private Client Services first reported a position in Crown Castle in Q3 2021 and held it in 9 quarters.
Capital Group Private Client Services's Crown Castle position peaked at $110M in Q4 2021.
957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.