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Crewe Advisors’s Crown Castle CCI Stock Holding History

Crewe Advisors’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 		$5.23K Buy
69
+45
+188% +$3.95K ﹤0.01% 870
2026
Q1 		$1.95K Buy
24
+19
+380% +$1.64K ﹤0.01% 908
2025
Q4 		$445 Buy
+5
New +$460 ﹤0.01% 1048
2025
Q3 		– Sell
-2
Closed -$206 – 977
2025
Q2 		$206 Sell
2
-11
-85% -$1.11K ﹤0.01% 722
2025
Q1 		$1.35K Buy
13
+11
+550% +$1.03K ﹤0.01% 566
2024
Q4 		$182 Sell
2
-765
-100% -$80K ﹤0.01% 630
2024
Q3 		$91K Sell
767
-345
-31% -$38K 0.01% 241
2024
Q2 		$109K Sell
1,112
-173
-13% -$17K 0.01% 257
2024
Q1 		$136K Buy
+1,285
New +$140K 0.02% 228
2023
Q3 		– Sell
-352
Closed -$40.1K – 640
2023
Q2 		$40.1K Sell
352
-85
-19% -$10.1K 0.01% 292
2023
Q1 		$58.5K Sell
437
-42
-9% -$5.81K 0.01% 294
2022
Q4 		$65K Sell
479
-96
-17% -$13K 0.01% 279
2022
Q3 		$83K Buy
575
+433
+305% +$74.1K 0.02% 246
2022
Q2 		$24K Buy
+142
New +$25.8K 0.01% 389
2020
Q4 		– Sell
-36
Closed -$6K – 478
2020
Q3 		$6K Buy
+36
New +$5.94K ﹤0.01% 319
2019
Q3 		– Sell
-2
Closed – – 228
2019
Q2 		$0 Hold
2
– – ﹤0.01% 301
2019
Q1 		$0 Buy
+2
New +$235 ﹤0.01% 248
2018
Q1 		– Sell
-7
Closed -$1K – 271
2017
Q4 		$1K Buy
+7
New +$755 ﹤0.01% 262

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

Crewe Advisors's CCI Position: Q2 2026 in Review

Crewe Advisors increased its Crown Castle (CCI) stake by 188% in Q2 2026, buying an estimated $3.95K and bringing the position to 69 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Crewe Advisors first reported a position in CCI in Q4 2017 and has held it in 18 quarters since. The position peaked at $136K in Q1 2024. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Crewe Advisors held 69 shares of Crown Castle worth $5.23K as of Q2 2026.
  • Crewe Advisors bought 45 Crown Castle shares in Q2 2026, an estimated $3.95K.
  • Crown Castle made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #870 holding.
  • Crewe Advisors first reported a position in Crown Castle in Q4 2017 and has held it in 18 quarters since.
  • Crewe Advisors's Crown Castle position peaked at $136K in Q1 2024.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.