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Garton & Associates Financial Advisors’s Crown Castle CCI Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-75
Closed -$6.67K – 215
2025
Q4 		$6.67K Buy
+75
New +$6.9K ﹤0.01% 934

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Garton & Associates Financial Advisors's CCI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 75 shares — an estimated $6.67K sold.

Garton & Associates Financial Advisors first reported a position in CCI in Q4 2025 and held it in 1 quarter. The position peaked at $6.67K in Q4 2025. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 75 Crown Castle shares in Q1 2026, an estimated $6.67K.
  • Garton & Associates Financial Advisors first reported a position in Crown Castle in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Crown Castle position peaked at $6.67K in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.