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HB Wealth Management’s Crown Castle CCI Stock Holding History

HB Wealth Management’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 		$1.22M Sell
16,078
-734
-4% -$64.5K 0.01% 662
2026
Q1 		$1.37M Buy
16,812
+1,283
+8% +$110K 0.01% 545
2025
Q4 		$1.38M Sell
15,529
-314
-2% -$28.9K 0.01% 521
2025
Q3 		$1.53M Buy
15,843
+978
+7% +$99K 0.01% 486
2025
Q2 		$1.53M Buy
14,865
+1,533
+11% +$155K 0.01% 429
2025
Q1 		$1.39M Buy
13,332
+3,576
+37% +$334K 0.01% 461
2024
Q4 		$885K Sell
9,756
-719
-7% -$75.2K 0.01% 436
2024
Q3 		$1.24M Buy
10,475
+647
+7% +$71.3K 0.01% 352
2024
Q2 		$960K Buy
9,828
+382
+4% +$37.6K 0.01% 374
2024
Q1 		$1,000K Buy
9,446
+1,030
+12% +$112K 0.01% 354
2023
Q4 		$970K Buy
8,416
+1,628
+24% +$167K 0.01% 322
2023
Q3 		$625K Buy
6,788
+1,722
+34% +$178K 0.01% 385
2023
Q2 		$577K Sell
5,066
-15
-0.3% -$1.78K 0.01% 384
2023
Q1 		$680K Sell
5,081
-168
-3% -$23.2K 0.01% 352
2022
Q4 		$712K Buy
5,249
+1,537
+41% +$208K 0.01% 330
2022
Q3 		$537K Buy
3,712
+456
+14% +$78K 0.01% 328
2022
Q2 		$548K Buy
3,256
+728
+29% +$132K 0.01% 328
2022
Q1 		$467K Buy
2,528
+1,056
+72% +$188K 0.01% 359
2021
Q4 		$307K Buy
+1,472
New +$272K 0.01% 383

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

HB Wealth Management's CCI Position: Q2 2026 in Review

HB Wealth Management reduced its Crown Castle (CCI) stake by 4.4% in Q2 2026, selling an estimated $64.5K and leaving 16,078 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #662.

HB Wealth Management first reported a position in CCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q3 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • HB Wealth Management held 16,078 shares of Crown Castle worth $1.22M as of Q2 2026.
  • HB Wealth Management sold 734 Crown Castle shares in Q2 2026, an estimated $64.5K.
  • Crown Castle made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #662 holding.
  • HB Wealth Management first reported a position in Crown Castle in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Crown Castle position peaked at $1.53M in Q3 2025.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.