MSWM
CCI icon

Master's Wealth Management’s Crown Castle CCI Stock Holding History

Master's 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 		– Sell
-2,284
Closed -$238K – 46
2025
Q1 		$238K Sell
2,284
-39
-2% -$3.64K 0.12% 34
2024
Q4 		$211K Buy
+2,323
New +$243K 0.11% 35

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

Master's Wealth Management's CCI Position: Q2 2025 in Review

Master's Wealth Management sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 2,284 shares — an estimated $238K sold.

Master's Wealth Management first reported a position in CCI in Q4 2024 and held it in 2 quarters. The position peaked at $238K in Q1 2025. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Master's Wealth Management reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • Master's Wealth Management sold 2,284 Crown Castle shares in Q2 2025, an estimated $238K.
  • Master's Wealth Management first reported a position in Crown Castle in Q4 2024 and held it in 2 quarters.
  • Master's Wealth Management's Crown Castle position peaked at $238K in Q1 2025.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Master's Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.