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Goldstone Financial Group’s Crown Castle CCI Stock Holding History

Goldstone Financial Group’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 		$1.04M Buy
13,748
+1,730
+14% +$152K 0.1% 122
2026
Q1 		$977K Sell
12,018
-913
-7% -$78.6K 0.11% 118
2025
Q4 		$1.15M Buy
12,931
+1,265
+11% +$116K 0.13% 102
2025
Q3 		$1.13M Buy
11,666
+2,756
+31% +$279K 0.13% 99
2025
Q2 		$917K Buy
8,910
+2,679
+43% +$271K 0.12% 105
2025
Q1 		$649K Buy
+6,231
New +$582K 0.1% 116

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Goldstone Financial Group's CCI Position: Q2 2026 in Review

Goldstone Financial Group increased its Crown Castle (CCI) stake by 14% in Q2 2026, buying an estimated $152K and bringing the position to 13,748 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #122.

Goldstone Financial Group first reported a position in CCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Goldstone Financial Group held 13,748 shares of Crown Castle worth $1.04M as of Q2 2026.
  • Goldstone Financial Group bought 1,730 Crown Castle shares in Q2 2026, an estimated $152K.
  • Crown Castle made up 0.1% of Goldstone Financial Group's portfolio in Q2 2026, its #122 holding.
  • Goldstone Financial Group first reported a position in Crown Castle in Q1 2025 and has held it in 6 quarters since.
  • Goldstone Financial Group's Crown Castle position peaked at $1.15M in Q4 2025.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.