Integrated Wealth Concepts’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $471K | Buy |
6,210
+69
| +1% | +$6.06K | ﹤0.01% | 1808 |
|
|
2026
Q1 | $499K | Buy |
+6,141
| New | +$529K | ﹤0.01% | 1546 |
|
|
2025
Q4 | – | Sell |
-4,482
| Closed | -$432K | – | 1679 |
|
|
2025
Q3 | $432K | Sell |
4,482
-1,339
| -23% | -$136K | ﹤0.01% | 1435 |
|
|
2025
Q2 | $598K | Sell |
5,821
-1,314
| -18% | -$133K | 0.01% | 1170 |
|
|
2025
Q1 | $744K | Buy |
7,135
+204
| +3% | +$19K | 0.01% | 961 |
|
|
2024
Q4 | $629K | Buy |
6,931
+473
| +7% | +$49.5K | 0.01% | 1024 |
|
|
2024
Q3 | $766K | Buy |
6,458
+555
| +9% | +$61.1K | 0.01% | 912 |
|
|
2024
Q2 | $577K | Sell |
5,903
-922
| -14% | -$90.8K | 0.01% | 984 |
|
|
2024
Q1 | $722K | Buy |
6,825
+49
| +0.7% | +$5.33K | 0.01% | 890 |
|
|
2023
Q4 | $780K | Sell |
6,776
-1,363
| -17% | -$140K | 0.01% | 816 |
|
|
2023
Q3 | $749K | Sell |
8,139
-445
| -5% | -$46.1K | 0.01% | 811 |
|
|
2023
Q2 | $978K | Buy |
8,584
+1,085
| +14% | +$129K | 0.02% | 691 |
|
|
2023
Q1 | $1M | Buy |
7,499
+1,247
| +20% | +$172K | 0.02% | 618 |
|
|
2022
Q4 | $848K | Buy |
6,252
+148
| +2% | +$20K | 0.02% | 509 |
|
|
2022
Q3 | $882K | Sell |
6,104
-206
| -3% | -$35.3K | 0.03% | 453 |
|
|
2022
Q2 | $1.06M | Buy |
6,310
+968
| +18% | +$176K | 0.03% | 415 |
|
|
2022
Q1 | $986K | Buy |
5,342
+1,014
| +23% | +$180K | 0.03% | 396 |
|
|
2021
Q4 | $903K | Sell |
4,328
-29
| -0.7% | -$5.36K | 0.03% | 459 |
|
|
2021
Q3 | $755K | Buy |
4,357
+871
| +25% | +$168K | 0.02% | 474 |
|
|
2021
Q2 | $680K | Sell |
3,486
-149
| -4% | -$27.9K | 0.02% | 455 |
|
|
2021
Q1 | $626K | Sell |
3,635
-609
| -14% | -$97.6K | 0.03% | 420 |
|
|
2020
Q4 | $676K | Buy |
4,244
+64
| +2% | +$10.4K | 0.03% | 340 |
|
|
2020
Q3 | $696K | Buy |
4,180
+300
| +8% | +$49.5K | 0.04% | 280 |
|
|
2020
Q2 | $649K | Sell |
3,880
-193
| -5% | -$31.1K | 0.05% | 239 |
|
|
2020
Q1 | $588K | Sell |
4,073
-123
| -3% | -$18.3K | 0.05% | 203 |
|
|
2019
Q4 | $596K | Buy |
4,196
+1,693
| +68% | +$231K | 0.05% | 239 |
|
|
2019
Q3 | $348K | Sell |
2,503
-688
| -22% | -$95.2K | 0.04% | 277 |
|
|
2019
Q2 | $416K | Sell |
3,191
-548
| -15% | -$70.5K | 0.05% | 211 |
|
|
2019
Q1 | $479K | Buy |
3,739
+434
| +13% | +$50.9K | 0.08% | 172 |
|
|
2018
Q4 | $359K | Buy |
3,305
+42
| +1% | +$4.62K | 0.1% | 162 |
|
|
2018
Q3 | $360K | Sell |
3,263
-418
| -11% | -$46.5K | 0.11% | 151 |
|
|
2018
Q2 | $398K | Buy |
3,681
+173
| +5% | +$18K | 0.14% | 134 |
|
|
2018
Q1 | $382K | Buy |
3,508
+103
| +3% | +$11.2K | 0.15% | 123 |
|
|
2017
Q4 | $369K | Buy |
+3,405
| New | +$367K | 0.16% | 114 |
|
Other funds holding CCI
Integrated Wealth Concepts's CCI Position: Q2 2026 in Review
Integrated Wealth Concepts increased its Crown Castle (CCI) stake by 1.1% in Q2 2026, buying an estimated $6.06K and bringing the position to 6,210 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.
Integrated Wealth Concepts first reported a position in CCI in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.06M in Q2 2022. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.
- Integrated Wealth Concepts held 6,210 shares of Crown Castle worth $471K as of Q2 2026.
- Integrated Wealth Concepts bought 69 Crown Castle shares in Q2 2026, an estimated $6.06K.
- Crown Castle made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1808 holding.
- Integrated Wealth Concepts first reported a position in Crown Castle in Q4 2017 and has held it in 34 quarters since.
- Integrated Wealth Concepts's Crown Castle position peaked at $1.06M in Q2 2022.
- 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.