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Iron Horse Wealth Management’s Crown Castle CCI Stock Holding History

Iron Horse 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
2025
Q2 		$25.7K Hold
250
– – 0.01% 190
2025
Q1 		$26.1K Buy
+250
New +$23.3K 0.01% 176
2023
Q4 		– Sell
-25
Closed -$2.3K – 504
2023
Q3 		$2.3K Buy
+25
New +$2.59K ﹤0.01% 344

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Iron Horse Wealth Management's CCI Position: Q2 2025 in Review

Iron Horse Wealth Management held its Crown Castle (CCI) position steady in Q2 2025 at 250 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #190.

Iron Horse Wealth Management first reported a position in CCI in Q3 2023 and has held it in 3 quarters since. The position peaked at $26.1K in Q1 2025. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Iron Horse Wealth Management held 250 shares of Crown Castle worth $25.7K as of Q2 2025.
  • Iron Horse Wealth Management left its Crown Castle share count unchanged in Q2 2025.
  • Crown Castle made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #190 holding.
  • Iron Horse Wealth Management first reported a position in Crown Castle in Q3 2023 and has held it in 3 quarters since.
  • Iron Horse Wealth Management's Crown Castle position peaked at $26.1K in Q1 2025.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.