Focus Partners Wealth
CCI icon

Focus Partners Wealth’s Crown Castle CCI Stock Holding History

Focus Partners Wealth’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 		$15.7M Sell
207,374
-4,375
-2% -$384K 0.02% 576
2026
Q1 		$17.2M Buy
211,749
+182,154
+615% +$15.7M 0.02% 543
2025
Q4 		$2.63M Buy
29,595
+13,024
+79% +$1.2M ﹤0.01% 1212
2025
Q3 		$1.59M Sell
16,571
-3,188
-16% -$323K ﹤0.01% 1103
2025
Q2 		$2.03M Buy
19,759
+9,263
+88% +$937K ﹤0.01% 898
2025
Q1 		$1.09M Sell
10,496
-5,380
-34% -$502K ﹤0.01% 1032
2024
Q4 		$1.44M Sell
15,876
-39,343
-71% -$4.11M ﹤0.01% 953
2024
Q3 		$6.55M Buy
55,219
+893
+2% +$98.4K 0.02% 496
2024
Q2 		$5.31M Buy
54,326
+13,138
+32% +$1.29M 0.02% 490
2024
Q1 		$4.36M Buy
41,188
+15,029
+57% +$1.63M 0.04% 345
2023
Q4 		$3.01M Buy
+26,159
New +$2.68M 0.04% 299

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

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

Focus Partners Wealth reduced its Crown Castle (CCI) stake by 2.1% in Q2 2026, selling an estimated $384K and leaving 207,374 shares worth $15.7M. The position accounts for 0.02% of the portfolio, ranked #576.

Focus Partners Wealth first reported a position in CCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.2M in Q1 2026. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Focus Partners Wealth held 207,374 shares of Crown Castle worth $15.7M as of Q2 2026.
  • Focus Partners Wealth sold 4,375 Crown Castle shares in Q2 2026, an estimated $384K.
  • Crown Castle made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #576 holding.
  • Focus Partners Wealth first reported a position in Crown Castle in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Crown Castle position peaked at $17.2M in Q1 2026.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.