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Independent Solutions Wealth Management’s Crown Castle CCI Stock Holding History

Independent Solutions 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 		– Sell
-2,545
Closed -$207K – 196
2026
Q1 		$207K Sell
2,545
-3,218
-56% -$277K 0.03% 182
2025
Q4 		$512K Sell
5,763
-333
-5% -$30.6K 0.09% 121
2025
Q3 		$588K Sell
6,096
-150
-2% -$15.2K 0.1% 120
2025
Q2 		$642K Sell
6,246
-509
-8% -$51.5K 0.13% 116
2025
Q1 		$704K Sell
6,755
-444
-6% -$41.5K 0.16% 114
2024
Q4 		$653K Hold
7,199
– – 0.14% 119
2024
Q3 		$854K Sell
7,199
-395
-5% -$43.5K 0.19% 102
2024
Q2 		$742K Sell
7,594
-588
-7% -$57.9K 0.17% 108
2024
Q1 		$866K Buy
8,182
+69
+0.9% +$7.51K 0.21% 103
2023
Q4 		$935K Sell
8,113
-156
-2% -$16K 0.24% 100
2023
Q3 		$761K Buy
8,269
+107
+1% +$11.1K 0.2% 107
2023
Q2 		$930K Buy
8,162
+329
+4% +$39.2K 0.23% 97
2023
Q1 		$1.05M Sell
7,833
-337
-4% -$46.6K 0.31% 80
2022
Q4 		$1.11M Sell
8,170
-368
-4% -$49.8K 0.34% 71
2022
Q3 		$1.23M Sell
8,538
-30
-0.4% -$5.13K 0.4% 64
2022
Q2 		$1.44M Sell
8,568
-521
-6% -$94.8K 0.45% 60
2022
Q1 		$1.68M Sell
9,089
-430
-5% -$76.5K 0.39% 64
2021
Q4 		$1.99M Buy
9,519
+304
+3% +$56.1K 0.47% 54
2021
Q3 		$1.6M Buy
9,215
+286
+3% +$55.3K 0.4% 61
2021
Q2 		$1.74M Sell
8,929
-681
-7% -$128K 0.42% 57
2021
Q1 		$1.65M Buy
9,610
+2,618
+37% +$419K 0.45% 56
2020
Q4 		$1.11M Buy
6,992
+2,729
+64% +$443K 0.35% 64
2020
Q3 		$710K Sell
4,263
-332
-7% -$54.8K 0.27% 76
2020
Q2 		$769K Buy
4,595
+450
+11% +$72.5K 0.33% 61
2020
Q1 		$599K Buy
4,145
+137
+3% +$20.4K 0.33% 59
2019
Q4 		$570K Buy
+4,008
New +$547K 0.25% 80

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

Independent Solutions Wealth Management's CCI Position: Q2 2026 in Review

Independent Solutions Wealth Management sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 2,545 shares — an estimated $207K sold.

Independent Solutions Wealth Management first reported a position in CCI in Q4 2019 and held it in 26 quarters. The position peaked at $1.99M in Q4 2021. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Independent Solutions Wealth Management reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,545 Crown Castle shares in Q2 2026, an estimated $207K.
  • Independent Solutions Wealth Management first reported a position in Crown Castle in Q4 2019 and held it in 26 quarters.
  • Independent Solutions Wealth Management's Crown Castle position peaked at $1.99M in Q4 2021.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

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