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Cornerstone Planning Group’s Crown Castle CCI Stock Holding History

Cornerstone Planning Group’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 		$22.2K Sell
286
-58
-17% -$5.09K ﹤0.01% 642
2026
Q1 		$30.6K Buy
344
+69
+25% +$5.94K ﹤0.01% 539
2025
Q4 		$23.4K Sell
275
-106
-28% -$9.75K ﹤0.01% 545
2025
Q3 		$34.8K Buy
381
+278
+270% +$28.1K 0.01% 428
2025
Q2 		$10.8K Sell
103
-59
-36% -$5.97K ﹤0.01% 539
2025
Q1 		$16.5K Buy
162
+90
+125% +$8.4K ﹤0.01% 451
2024
Q4 		$6.7K Sell
72
-3
-4% -$314 ﹤0.01% 519
2024
Q3 		$7.98K Sell
75
-11
-13% -$1.21K ﹤0.01% 466
2024
Q2 		$9.49K Sell
86
-16
-16% -$1.58K ﹤0.01% 448
2024
Q1 		$9.92K Sell
102
-14
-12% -$1.52K ﹤0.01% 409
2023
Q4 		$13.4K Sell
116
-5
-4% -$512 ﹤0.01% 375
2023
Q3 		$11.1K Sell
121
-100
-45% -$10.4K ﹤0.01% 400
2023
Q2 		$25.2K Buy
+221
New +$26.3K 0.01% 371
2022
Q4 		$48.3K Buy
+332
New +$44.9K 0.02% 278

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Cornerstone Planning Group's CCI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Crown Castle (CCI) stake by 17% in Q2 2026, selling an estimated $5.09K and leaving 286 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Cornerstone Planning Group first reported a position in CCI in Q4 2022 and has held it in 14 quarters since. The position peaked at $48.3K in Q4 2022. 527 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Cornerstone Planning Group held 286 shares of Crown Castle worth $22.2K as of Q2 2026.
  • Cornerstone Planning Group sold 58 Crown Castle shares in Q2 2026, an estimated $5.09K.
  • Crown Castle made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #642 holding.
  • Cornerstone Planning Group first reported a position in Crown Castle in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Crown Castle position peaked at $48.3K in Q4 2022.
  • 527 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.