Crestwood Advisors Group’s Crown Castle CCI Stock Holding History

Crestwood Advisors 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 Q1	$1.69M	Sell	20,769 -3,292	-14%	-$283K	0.03%	242
2025 Q4	$2.14M	Sell	24,061 -2,329	-9%	-$214K	0.04%	212
2025 Q3	$2.55M	Sell	26,390 -3,226	-11%	-$326K	0.04%	189
2025 Q2	$3.04M	Sell	29,616 -2,890	-9%	-$292K	0.05%	170
2025 Q1	$3.39M	Sell	32,506 -15,432	-32%	-$1.44M	0.06%	156
2024 Q4	$4.35M	Sell	47,938 -192,573	-80%	-$20.1M	0.08%	134
2024 Q3	$28.5M	Buy	240,511 +5,554	+2%	+$612K	0.55%	60
2024 Q2	$23M	Sell	234,957 -5,065	-2%	-$499K	0.47%	66
2024 Q1	$25.4M	Buy	240,022 +9,057	+4%	+$985K	0.55%	55
2023 Q4	$26.6M	Sell	230,965 -22,817	-9%	-$2.34M	0.62%	47
2023 Q3	$23.4M	Sell	253,782 -8,157	-3%	-$845K	0.61%	47
2023 Q2	$29.8M	Buy	261,939 +10,031	+4%	+$1.19M	0.94%	39
2023 Q1	$33.7M	Sell	251,908 -5,242	-2%	-$725K	1.12%	31
2022 Q4	$34.9M	Sell	257,150 -4,765	-2%	-$644K	1.19%	29
2022 Q3	$37.9M	Buy	261,915 +4,745	+2%	+$812K	1.34%	23
2022 Q2	$43.3M	Buy	257,170 +37,209	+17%	+$6.77M	1.46%	17
2022 Q1	$40.6M	Buy	219,961 +2,086	+1%	+$371K	1.14%	30
2021 Q4	$45.5M	Sell	217,875 -1,825	-0.8%	-$337K	1.18%	28
2021 Q3	$38.1M	Sell	219,700 -2,488	-1%	-$481K	1.08%	34
2021 Q2	$43.4M	Buy	222,188 +2,044	+0.9%	+$383K	1.25%	26
2021 Q1	$37.9M	Buy	220,144 +3,729	+2%	+$597K	1.19%	30
2020 Q4	$34.5M	Buy	216,415 +18,413	+9%	+$2.99M	1.14%	33
2020 Q3	$33M	Buy	198,002 +3,348	+2%	+$552K	1.24%	27
2020 Q2	$32.6M	Buy	194,654 +3,776	+2%	+$608K	1.3%	23
2020 Q1	$27.6M	Sell	190,878 -1,321	-0.7%	-$197K	1.37%	23
2019 Q4	$27.3M	Buy	192,199 +887	+0.5%	+$121K	1.08%	36
2019 Q3	$26.6M	Buy	191,312 +3,479	+2%	+$481K	1.17%	32
2019 Q2	$24.5M	Buy	187,833 +6,780	+4%	+$872K	1.11%	35
2019 Q1	$23.2M	Buy	181,053 +2,837	+2%	+$333K	1.66%	21
2018 Q4	$19.4M	Buy	178,216 +9,011	+5%	+$990K	1.54%	25
2018 Q3	$18.8M	Buy	169,205 +1,078	+0.6%	+$120K	1.32%	31
2018 Q2	$18.6M	Buy	168,127 +1,340	+0.8%	+$139K	1.35%	32
2018 Q1	$18.3M	Buy	166,787 +3,133	+2%	+$340K	1.43%	28
2017 Q4	$18.2M	Buy	163,654 +1,838	+1%	+$198K	1.45%	24
2017 Q3	$16.2M	Buy	161,816 +2,879	+2%	+$294K	1.39%	29
2017 Q2	$16M	Sell	158,937 -54,145	-25%	-$5.32M	1.36%	30
2017 Q1	$20.1M	Buy	213,082 +6,429	+3%	+$575K	1.77%	19
2016 Q4	$17.9M	Buy	206,653 +8,688	+4%	+$761K	1.74%	24
2016 Q3	$18.6M	Buy	197,965 +2,013	+1%	+$194K	2.23%	16
2016 Q2	$19.9M	Buy	195,952 +2,990	+2%	+$271K	2.46%	14
2016 Q1	$16.7M	Buy	192,962 +42,432	+28%	+$3.6M	1.97%	22
2015 Q4	$13M	Buy	150,530 +6,467	+4%	+$549K	1.57%	29
2015 Q3	$11.4M	Buy	144,063 +18,458	+15%	+$1.5M	1.48%	31
2015 Q2	$10.1M	Buy	125,605 +66,380	+112%	+$5.54M	1.34%	37
2015 Q1	$4.89M	Buy	+59,225	New	+$5.05M	0.7%	44

Other funds holding CCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Crestwood Advisors Group's CCI Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Crown Castle (CCI) stake by 14% in Q1 2026, selling an estimated $283K and leaving 20,769 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #242.

Crestwood Advisors Group first reported a position in CCI in Q1 2015 and has held it in 45 quarters since. The position peaked at $45.5M in Q4 2021. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Crestwood Advisors Group held 20,769 shares of Crown Castle worth $1.69M as of Q1 2026.
Crestwood Advisors Group sold 3,292 Crown Castle shares in Q1 2026, an estimated $283K.
Crown Castle made up 0.03% of Crestwood Advisors Group's portfolio in Q1 2026, its #242 holding.
Crestwood Advisors Group first reported a position in Crown Castle in Q1 2015 and has held it in 45 quarters since.
Crestwood Advisors Group's Crown Castle position peaked at $45.5M in Q4 2021.
954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.