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Measured Wealth Private Client Group’s Crown Castle CCI Stock Holding History

Measured Wealth Private Client Group’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 		$39.6K Hold
523
– – 0.01% 362
2026
Q1 		$42.5K Buy
523
+49
+10% +$4.22K 0.01% 313
2025
Q4 		$42.1K Hold
474
– – 0.01% 335
2025
Q3 		$45.7K Buy
+474
New +$48K 0.01% 310
2018
Q4 		– Sell
-573
Closed -$64K – 193
2018
Q3 		$64K Buy
+573
New +$63.8K 0.04% 296

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Measured Wealth Private Client Group's CCI Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Crown Castle (CCI) position steady in Q2 2026 at 523 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #362.

Measured Wealth Private Client Group first reported a position in CCI in Q3 2018 and has held it in 5 quarters since. The position peaked at $64K in Q3 2018. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Measured Wealth Private Client Group held 523 shares of Crown Castle worth $39.6K as of Q2 2026.
  • Measured Wealth Private Client Group left its Crown Castle share count unchanged in Q2 2026.
  • Crown Castle made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #362 holding.
  • Measured Wealth Private Client Group first reported a position in Crown Castle in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Crown Castle position peaked at $64K in Q3 2018.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.