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Financial Consulate’s Crown Castle CCI Stock Holding History

Financial Consulate’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 		$7.22K Buy
95
+47
+98% +$4.13K ﹤0.01% 760
2026
Q1 		$3.9K Buy
48
+3
+7% +$258 ﹤0.01% 843
2025
Q4 		$4.01K Sell
45
-95
-68% -$8.74K ﹤0.01% 778
2025
Q3 		$13.5K Buy
+140
New +$14.2K ﹤0.01% 518

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

Financial Consulate's CCI Position: Q2 2026 in Review

Financial Consulate increased its Crown Castle (CCI) stake by 98% in Q2 2026, buying an estimated $4.13K and bringing the position to 95 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Financial Consulate first reported a position in CCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.5K in Q3 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Financial Consulate held 95 shares of Crown Castle worth $7.22K as of Q2 2026.
  • Financial Consulate bought 47 Crown Castle shares in Q2 2026, an estimated $4.13K.
  • Crown Castle made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #760 holding.
  • Financial Consulate first reported a position in Crown Castle in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Crown Castle position peaked at $13.5K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.