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Keudell/Morrison Wealth Management’s Crown Castle CCI Stock Holding History

Keudell/Morrison 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 		$720K Buy
7,009
+462
+7% +$46.8K 0.16% 88
2025
Q1 		$682K Buy
6,547
+419
+7% +$39.1K 0.16% 88
2024
Q4 		$556K Buy
6,128
+836
+16% +$87.4K 0.15% 100
2024
Q3 		$628K Sell
5,292
-55
-1% -$6.06K 0.17% 97
2024
Q2 		$522K Sell
5,347
-430
-7% -$42.4K 0.15% 107
2024
Q1 		$611K Buy
5,777
+526
+10% +$57.2K 0.19% 95
2023
Q4 		$605K Buy
5,251
+1,027
+24% +$105K 0.2% 91
2023
Q3 		$389K Buy
4,224
+411
+11% +$42.6K 0.12% 117
2023
Q2 		$434K Buy
3,813
+195
+5% +$23.2K 0.13% 109
2023
Q1 		$484K Sell
3,618
-324
-8% -$44.8K 0.14% 101
2022
Q4 		$535K Buy
3,942
+892
+29% +$121K 0.17% 94
2022
Q3 		$441K Buy
3,050
+281
+10% +$48.1K 0.17% 93
2022
Q2 		$466K Buy
2,769
+26
+0.9% +$4.73K 0.17% 99
2022
Q1 		$506K Buy
2,743
+391
+17% +$69.6K 0.21% 96
2021
Q4 		$491K Buy
2,352
+513
+28% +$94.7K 0.19% 103
2021
Q3 		$319K Sell
1,839
-10
-0.5% -$1.93K 0.14% 132
2021
Q2 		$361K Sell
1,849
-476
-20% -$89.1K 0.2% 122
2021
Q1 		$400K Buy
2,325
+967
+71% +$155K 0.23% 109
2020
Q4 		$216K Buy
+1,358
New +$220K 0.14% 150
2020
Q2 		– Sell
-2,787
Closed -$402K – 142
2020
Q1 		$402K Sell
2,787
-346
-11% -$51.6K 0.39% 86
2019
Q4 		$445K Sell
3,133
-40
-1% -$5.46K 0.31% 89
2019
Q3 		$441K Sell
3,173
-1,430
-31% -$198K 0.36% 83
2019
Q2 		$636K Sell
4,603
-2,427
-35% -$312K 0.56% 63
2019
Q1 		$900K Buy
+7,030
New +$825K 0.79% 44

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

Keudell/Morrison Wealth Management's CCI Position: Q2 2025 in Review

Keudell/Morrison Wealth Management increased its Crown Castle (CCI) stake by 7.1% in Q2 2025, buying an estimated $46.8K and bringing the position to 7,009 shares worth $720K. The position accounts for 0.16% of the portfolio, ranked #88.

Keudell/Morrison Wealth Management first reported a position in CCI in Q1 2019 and has held it in 24 quarters since. The position peaked at $900K in Q1 2019. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Keudell/Morrison Wealth Management held 7,009 shares of Crown Castle worth $720K as of Q2 2025.
  • Keudell/Morrison Wealth Management bought 462 Crown Castle shares in Q2 2025, an estimated $46.8K.
  • Crown Castle made up 0.16% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #88 holding.
  • Keudell/Morrison Wealth Management first reported a position in Crown Castle in Q1 2019 and has held it in 24 quarters since.
  • Keudell/Morrison Wealth Management's Crown Castle position peaked at $900K in Q1 2019.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.