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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FourThought Financial Partners's CCI Position: Q1 2026 in Review

FourThought Financial Partners increased its Crown Castle (CCI) stake by 11% in Q1 2026, buying an estimated $530K and bringing the position to 60,562 shares worth $4.92M. The position accounts for 0.42% of the portfolio, ranked #69.

FourThought Financial Partners first reported a position in CCI in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.23M in Q2 2025. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

FourThought Financial Partners held 60,562 shares of Crown Castle worth $4.92M as of Q1 2026.
FourThought Financial Partners bought 6,159 Crown Castle shares in Q1 2026, an estimated $530K.
Crown Castle made up 0.42% of FourThought Financial Partners's portfolio in Q1 2026, its #69 holding.
FourThought Financial Partners first reported a position in Crown Castle in Q4 2022 and has held it in 14 quarters since.
FourThought Financial Partners's Crown Castle position peaked at $5.23M in Q2 2025.
954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.