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High Note Wealth’s Crown Castle CCI Stock Holding History

High Note Wealth’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 		$17K Buy
225
+33
+17% +$2.9K ﹤0.01% 311
2026
Q1 		$15.6K Sell
192
-19
-9% -$1.64K ﹤0.01% 305
2025
Q4 		$18.8K Buy
211
+22
+12% +$2.02K ﹤0.01% 274
2025
Q3 		$18.2K Buy
189
+2
+1% +$202 ﹤0.01% 260
2025
Q2 		$19.2K Sell
187
-1,539
-89% -$156K ﹤0.01% 244
2025
Q1 		$180K Sell
1,726
-1,522
-47% -$142K 0.04% 101
2024
Q4 		$295K Sell
3,248
-1,660
-34% -$174K 0.08% 87
2024
Q3 		$582K Sell
4,908
-552
-10% -$60.8K 0.17% 64
2024
Q2 		$533K Sell
5,460
-154
-3% -$15.2K 0.16% 65
2024
Q1 		$594K Sell
5,614
-85
-1% -$9.25K 0.19% 63
2023
Q4 		$656K Sell
5,699
-89
-2% -$9.12K 0.25% 59
2023
Q3 		$533K Buy
5,788
+21
+0.4% +$2.18K 0.22% 61
2023
Q2 		$657K Sell
5,767
-1,019
-15% -$121K 0.27% 56
2023
Q1 		$908K Buy
6,786
+85
+1% +$11.8K 0.37% 49
2022
Q4 		$909K Sell
6,701
-1,502
-18% -$203K 0.38% 52
2022
Q3 		$1.05M Sell
8,203
-281
-3% -$48.1K 0.42% 50
2022
Q2 		$1.43M Sell
8,484
-30
-0.4% -$5.46K 0.56% 44
2022
Q1 		$1.57M Buy
8,514
+2,329
+38% +$415K 0.55% 45
2021
Q4 		$1.29M Buy
6,185
+139
+2% +$25.7K 0.44% 52
2021
Q3 		$1.05M Buy
6,046
+662
+12% +$128K 0.38% 55
2021
Q2 		$1.05M Buy
5,384
+161
+3% +$30.1K 0.38% 54
2021
Q1 		$899K Buy
5,223
+680
+15% +$109K 0.35% 55
2020
Q4 		$723K Buy
+4,543
New +$737K 0.31% 61

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

High Note Wealth's CCI Position: Q2 2026 in Review

High Note Wealth increased its Crown Castle (CCI) stake by 17% in Q2 2026, buying an estimated $2.9K and bringing the position to 225 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

High Note Wealth first reported a position in CCI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.57M in Q1 2022. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • High Note Wealth held 225 shares of Crown Castle worth $17K as of Q2 2026.
  • High Note Wealth bought 33 Crown Castle shares in Q2 2026, an estimated $2.9K.
  • Crown Castle made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #311 holding.
  • High Note Wealth first reported a position in Crown Castle in Q4 2020 and has held it in 23 quarters since.
  • High Note Wealth's Crown Castle position peaked at $1.57M in Q1 2022.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.