Guardian Wealth Management (Illinois)’s Crown Castle CCI Stock Holding History

Guardian Wealth Management (Illinois)’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
2025 Q2	–	Sell	-77	Closed	-$8.11K	–	87
2025 Q1	$8.11K	Sell	77 -40	-34%	-$3.73K	0.01%	171
2024 Q4	$10.7K	Hold	117	–	–	0.01%	165
2024 Q3	$13.9K	Buy	117 +1	+0.9%	+$110	0.01%	152
2024 Q2	$11.4K	Hold	116	–	–	0.01%	159
2024 Q1	$12.2K	Buy	116 +1	+0.9%	+$109	0.01%	155
2023 Q4	$13.2K	Sell	115 -115	-50%	-$11.8K	0.01%	150
2023 Q3	$21.2K	Sell	230 -31	-12%	-$3.21K	0.02%	134
2023 Q2	$29.7K	Buy	261 +2	+0.8%	+$238	0.03%	124
2023 Q1	$34.7K	Sell	259 -48	-16%	-$6.64K	0.03%	121
2022 Q4	$41.7K	Buy	307 +3	+1%	+$406	0.04%	122
2022 Q3	$44K	Hold	304	–	–	0.05%	114
2022 Q2	$51K	Hold	304	–	–	0.05%	109
2022 Q1	$56K	Buy	304 +2	+0.7%	+$356	0.06%	114
2021 Q4	$63K	Buy	+302	New	+$55.8K	0.06%	111

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s CCI Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 77 shares — an estimated $8.11K sold.

Guardian Wealth Management (Illinois) first reported a position in CCI in Q4 2021 and held it in 14 quarters. The position peaked at $63K in Q4 2021. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 77 Crown Castle shares in Q2 2025, an estimated $8.11K.
Guardian Wealth Management (Illinois) first reported a position in Crown Castle in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Crown Castle position peaked at $63K in Q4 2021.
1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.