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Continuum Advisory’s Crown Castle CCI Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-503
Closed -$52.4K – 585
2025
Q1 		$52.4K Buy
503
+305
+154% +$28.5K 0.01% 662
2024
Q4 		$18K Buy
198
+1
+0.5% +$105 ﹤0.01% 871
2024
Q3 		$20.3K Buy
197
+83
+73% +$9.14K ﹤0.01% 844
2024
Q2 		$11.1K Sell
114
-4
-3% -$394 ﹤0.01% 915
2024
Q1 		$11.8K Buy
+118
New +$12.8K ﹤0.01% 903
2023
Q4 		– Sell
-2,232
Closed -$205K – 454
2023
Q3 		$205K Sell
2,232
-600
-21% -$62.2K 0.03% 424
2023
Q2 		$323K Buy
2,832
+583
+26% +$69.4K 0.05% 355
2023
Q1 		$301K Buy
2,249
+317
+16% +$43.8K 0.05% 352
2022
Q4 		$262K Buy
1,932
+271
+16% +$36.6K 0.05% 363
2022
Q3 		$240K Sell
1,661
-1,127
-40% -$193K 0.04% 351
2022
Q2 		$469K Sell
2,788
-41
-1% -$7.46K 0.09% 259
2022
Q1 		$524K Buy
2,829
+871
+44% +$155K 0.1% 236
2021
Q4 		$409K Sell
1,958
-176
-8% -$32.5K 0.09% 205
2021
Q3 		$370K Buy
2,134
+35
+2% +$6.77K 0.1% 196
2021
Q2 		$410K Buy
+2,099
New +$393K 0.13% 172

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Continuum Advisory's CCI Position: Q2 2025 in Review

Continuum Advisory sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 503 shares — an estimated $52.4K sold.

Continuum Advisory first reported a position in CCI in Q2 2021 and held it in 15 quarters. The position peaked at $524K in Q1 2022. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Continuum Advisory reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 503 Crown Castle shares in Q2 2025, an estimated $52.4K.
  • Continuum Advisory first reported a position in Crown Castle in Q2 2021 and held it in 15 quarters.
  • Continuum Advisory's Crown Castle position peaked at $524K in Q1 2022.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.