DWM
CCI icon

Darwin Wealth Management’s Crown Castle CCI Stock Holding History

Darwin Wealth Management’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
-44
Closed -$3.99K – 619
2025
Q1 		$3.99K Hold
44
– – ﹤0.01% 461
2024
Q4 		$3.99K Hold
44
– – ﹤0.01% 461
2024
Q3 		$5.22K Buy
+44
New +$4.85K ﹤0.01% 453
2020
Q2 		– Sell
-146
Closed -$21K – 241
2020
Q1 		$21K Buy
+146
New +$21.8K 0.01% 354

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

Darwin Wealth Management's CCI Position: Q2 2025 in Review

Darwin Wealth Management sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 44 shares — an estimated $3.99K sold.

Darwin Wealth Management first reported a position in CCI in Q1 2020 and held it in 4 quarters. The position peaked at $21K in Q1 2020. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Darwin Wealth Management reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 44 Crown Castle shares in Q2 2025, an estimated $3.99K.
  • Darwin Wealth Management first reported a position in Crown Castle in Q1 2020 and held it in 4 quarters.
  • Darwin Wealth Management's Crown Castle position peaked at $21K in Q1 2020.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.