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Elevation Wealth Partners’s Crown Castle CCI Stock Holding History

Elevation Wealth Partners’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 		– Sell
-76
Closed -$6.18K – 1314
2026
Q1 		$6.18K Sell
76
-52
-41% -$4.48K ﹤0.01% 646
2025
Q4 		$11.4K Buy
+128
New +$11.8K ﹤0.01% 464
2024
Q3 		– Sell
-29
Closed -$2.83K – 493
2024
Q2 		$2.83K Buy
+29
New +$2.86K ﹤0.01% 430

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

Elevation Wealth Partners's CCI Position: Q2 2026 in Review

Elevation Wealth Partners sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 76 shares — an estimated $6.18K sold.

Elevation Wealth Partners first reported a position in CCI in Q2 2024 and held it in 3 quarters. The position peaked at $11.4K in Q4 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Elevation Wealth Partners reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 76 Crown Castle shares in Q2 2026, an estimated $6.18K.
  • Elevation Wealth Partners first reported a position in Crown Castle in Q2 2024 and held it in 3 quarters.
  • Elevation Wealth Partners's Crown Castle position peaked at $11.4K in Q4 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.