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FourThought Financial Partners’s Crown Castle CCI Stock Holding History

FourThought Financial 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 		$4.42M Sell
58,394
-2,168
-4% -$190K 0.34% 76
2026
Q1 		$4.92M Buy
60,562
+6,159
+11% +$530K 0.42% 69
2025
Q4 		$4.83M Buy
54,403
+2,694
+5% +$248K 0.41% 65
2025
Q3 		$4.99M Buy
51,709
+830
+2% +$84K 0.44% 65
2025
Q2 		$5.23M Buy
50,879
+19,776
+64% +$2M 0.52% 57
2025
Q1 		$3.24M Buy
31,103
+12,425
+67% +$1.16M 0.34% 81
2024
Q4 		$1.7M Sell
18,678
-5,016
-21% -$524K 0.18% 108
2024
Q3 		$2.81M Buy
23,694
+5,556
+31% +$612K 0.33% 73
2024
Q2 		$1.77M Buy
18,138
+389
+2% +$38.3K 0.23% 84
2024
Q1 		$1.88M Buy
17,749
+29
+0.2% +$3.15K 0.22% 98
2023
Q4 		$2.04M Buy
17,720
+13,621
+332% +$1.4M 0.26% 88
2023
Q3 		$377K Sell
4,099
-18,839
-82% -$1.95M 0.05% 211
2023
Q2 		$2.61M Buy
22,938
+9,487
+71% +$1.13M 0.34% 75
2023
Q1 		$1.8M Buy
13,451
+957
+8% +$132K 0.25% 92
2022
Q4 		$1.69M Buy
+12,494
New +$1.69M 0.25% 91

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

FourThought Financial Partners's CCI Position: Q2 2026 in Review

FourThought Financial Partners reduced its Crown Castle (CCI) stake by 3.6% in Q2 2026, selling an estimated $190K and leaving 58,394 shares worth $4.42M. The position accounts for 0.34% of the portfolio, ranked #76.

FourThought Financial Partners first reported a position in CCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.23M in Q2 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • FourThought Financial Partners held 58,394 shares of Crown Castle worth $4.42M as of Q2 2026.
  • FourThought Financial Partners sold 2,168 Crown Castle shares in Q2 2026, an estimated $190K.
  • Crown Castle made up 0.34% of FourThought Financial Partners's portfolio in Q2 2026, its #76 holding.
  • FourThought Financial Partners first reported a position in Crown Castle in Q4 2022 and has held it in 15 quarters since.
  • FourThought Financial Partners's Crown Castle position peaked at $5.23M in Q2 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

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