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Clark Wealth Partners’s Crown Castle CCI Stock Holding History

Clark Wealth Partners’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 		$2.5K Sell
33
-7
-18% -$615 ﹤0.01% 395
2026
Q1 		$3.25K Buy
40
+18
+82% +$1.55K ﹤0.01% 401
2025
Q4 		$1.96K Hold
22
– – ﹤0.01% 435
2025
Q3 		$1.96K Hold
22
– – ﹤0.01% 435
2025
Q2 		$2.26K Hold
22
– – ﹤0.01% 366
2025
Q1 		$2.29K Hold
22
– – ﹤0.01% 357
2024
Q4 		$2K Buy
+22
New +$2.3K ﹤0.01% 360

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clark Wealth Partners's CCI Position: Q2 2026 in Review

Clark Wealth Partners reduced its Crown Castle (CCI) stake by 18% in Q2 2026, selling an estimated $615 and leaving 33 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Clark Wealth Partners first reported a position in CCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.25K in Q1 2026. 875 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Clark Wealth Partners held 33 shares of Crown Castle worth $2.5K as of Q2 2026.
  • Clark Wealth Partners sold 7 Crown Castle shares in Q2 2026, an estimated $615.
  • Crown Castle made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #395 holding.
  • Clark Wealth Partners first reported a position in Crown Castle in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Crown Castle position peaked at $3.25K in Q1 2026.
  • 875 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.