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MFG Wealth Management’s Crown Castle CCI Stock Holding History

MFG 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
Q3 		– Sell
-17,619
Closed -$1.81M – 61
2025
Q2 		$1.81M Buy
17,619
+546
+3% +$55.3K 1.52% 34
2025
Q1 		$1.78M Buy
+17,073
New +$1.59M 1.7% 30

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MFG Wealth Management's CCI Position: Q3 2025 in Review

MFG Wealth Management sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 17,619 shares — an estimated $1.81M sold.

MFG Wealth Management first reported a position in CCI in Q1 2025 and held it in 2 quarters. The position peaked at $1.81M in Q2 2025. 1,060 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • MFG Wealth Management reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • MFG Wealth Management sold 17,619 Crown Castle shares in Q3 2025, an estimated $1.81M.
  • MFG Wealth Management first reported a position in Crown Castle in Q1 2025 and held it in 2 quarters.
  • MFG Wealth Management's Crown Castle position peaked at $1.81M in Q2 2025.
  • 1,060 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on MFG Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.