IWA
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Icon Wealth Advisors’s Crown Castle CCI Stock Holding History

Icon Wealth 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
2025
Q4 		– Sell
-1,058
Closed -$102K – 415
2025
Q3 		$102K Sell
1,058
-184
-15% -$18.6K 0.01% 511
2025
Q2 		$128K Sell
1,242
-3
-0.2% -$304 0.01% 457
2025
Q1 		$130K Sell
1,245
-835
-40% -$78K 0.01% 432
2024
Q4 		$189K Buy
+2,080
New +$217K 0.02% 379
2022
Q4 		$3.79M Buy
27,936
+27
+0.1% +$3.65K 0.44% 61
2022
Q3 		$4.03M Buy
+27,909
New +$4.78M 0.49% 50

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Icon Wealth Advisors's CCI Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 1,058 shares — an estimated $102K sold.

Icon Wealth Advisors first reported a position in CCI in Q3 2022 and held it in 6 quarters. The position peaked at $4.03M in Q3 2022. 1,028 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,058 Crown Castle shares in Q4 2025, an estimated $102K.
  • Icon Wealth Advisors first reported a position in Crown Castle in Q3 2022 and held it in 6 quarters.
  • Icon Wealth Advisors's Crown Castle position peaked at $4.03M in Q3 2022.
  • 1,028 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.