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Dogwood Wealth Management’s Crown Castle CCI Stock Holding History

Dogwood 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
2026
Q2 		$10.3K Buy
136
+36
+36% +$3.16K ﹤0.01% 381
2026
Q1 		$8.13K Buy
100
+76
+317% +$6.54K ﹤0.01% 381
2025
Q4 		$2.13K Sell
24
-11
-31% -$1.01K ﹤0.01% 550
2025
Q3 		$3.38K Sell
35
-56
-62% -$5.67K ﹤0.01% 458
2025
Q2 		$9.34K Buy
91
+60
+194% +$6.07K ﹤0.01% 295
2025
Q1 		$3.23K Buy
+31
New +$2.9K ﹤0.01% 286
2024
Q3 		– Hold
0
– – – 296
2024
Q2 		– Hold
0
– – – 348
2024
Q1 		– Hold
0
– – – 338
2023
Q4 		– Hold
0
– – – 311

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Dogwood Wealth Management's CCI Position: Q2 2026 in Review

Dogwood Wealth Management increased its Crown Castle (CCI) stake by 36% in Q2 2026, buying an estimated $3.16K and bringing the position to 136 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Dogwood Wealth Management first reported a position in CCI in Q1 2025 and has held it in 6 quarters since. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Dogwood Wealth Management held 136 shares of Crown Castle worth $10.3K as of Q2 2026.
  • Dogwood Wealth Management bought 36 Crown Castle shares in Q2 2026, an estimated $3.16K.
  • Crown Castle made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Dogwood Wealth Management first reported a position in Crown Castle in Q1 2025 and has held it in 6 quarters since.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.