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MinichMacGregor Wealth Management’s Crown Castle CCI Stock Holding History

MinichMacGregor 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
2026
Q2 		$275K Sell
3,625
-200
-5% -$17.6K 0.04% 122
2026
Q1 		$311K Buy
+3,825
New +$329K 0.05% 96
2023
Q1 		– Sell
-573
Closed -$77.7K – 178
2022
Q4 		$77.7K Buy
+573
New +$77.5K 0.03% 139
2018
Q4 		– Sell
-229
Closed -$25K – 163
2018
Q3 		$25K Hold
229
– – 0.02% 190
2018
Q2 		$24K Sell
229
-804
-78% -$83.5K 0.02% 186
2018
Q1 		$113K Buy
1,033
+38
+4% +$4.12K 0.09% 65
2017
Q4 		$110K Buy
995
+229
+30% +$24.7K 0.09% 66
2017
Q3 		$76K Sell
766
-53
-6% -$5.42K 0.06% 75
2017
Q2 		$82K Buy
819
+755
+1,180% +$74.2K 0.07% 70
2017
Q1 		$6K Hold
64
– – 0.01% 328
2016
Q4 		$5K Sell
64
-5
-7% -$438 ﹤0.01% 333
2016
Q3 		$6K Hold
69
– – 0.01% 321
2016
Q2 		$6K Buy
+69
New +$6.26K 0.01% 310

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

MinichMacGregor Wealth Management's CCI Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its Crown Castle (CCI) stake by 5.2% in Q2 2026, selling an estimated $17.6K and leaving 3,625 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #122.

MinichMacGregor Wealth Management first reported a position in CCI in Q2 2016 and has held it in 13 quarters since. The position peaked at $311K in Q1 2026. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • MinichMacGregor Wealth Management held 3,625 shares of Crown Castle worth $275K as of Q2 2026.
  • MinichMacGregor Wealth Management sold 200 Crown Castle shares in Q2 2026, an estimated $17.6K.
  • Crown Castle made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #122 holding.
  • MinichMacGregor Wealth Management first reported a position in Crown Castle in Q2 2016 and has held it in 13 quarters since.
  • MinichMacGregor Wealth Management's Crown Castle position peaked at $311K in Q1 2026.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.