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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
2026
Q2 		$12.5K Buy
+165
New +$14.5K ﹤0.01% 1186
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

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

Continuum Advisory's CCI Position: Q2 2026 in Review

Continuum Advisory opened a new position in Crown Castle (CCI) in Q2 2026: 165 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in CCI as recently as Q1 2025.

Continuum Advisory first reported a position in CCI in Q2 2021 and has held it in 16 quarters since. The position peaked at $524K in Q1 2022. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Continuum Advisory held 165 shares of Crown Castle worth $12.5K as of Q2 2026.
  • Crown Castle was a new Continuum Advisory position in Q2 2026.
  • Crown Castle made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1186 holding.
  • Continuum Advisory first reported a position in Crown Castle in Q2 2021 and has held it in 16 quarters since.
  • Continuum Advisory's Crown Castle position peaked at $524K in Q1 2022.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.