Intentional Wealth Strategies’s Crown Castle CCI Stock Holding History

Intentional Wealth Strategies’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	-3	Closed	-$244	–	211
2026 Q1	$244	Buy	+3	New	+$258	﹤0.01%	933

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Intentional Wealth Strategies's CCI Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 3 shares — an estimated $244 sold.

Intentional Wealth Strategies first reported a position in CCI in Q1 2026 and held it in 1 quarter. The position peaked at $244 in Q1 2026. 875 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Intentional Wealth Strategies reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 3 Crown Castle shares in Q2 2026, an estimated $244.
Intentional Wealth Strategies first reported a position in Crown Castle in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Crown Castle position peaked at $244 in Q1 2026.
875 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.