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Morton Brown Family Wealth’s Crown Castle CCI Stock Holding History

Morton Brown Family Wealth’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
-22
Closed -$2.26K – 278
2025
Q2 		$2.26K Hold
22
– – ﹤0.01% 274
2025
Q1 		$2.29K Buy
+22
New +$2.05K ﹤0.01% 275
2024
Q1 		– Sell
-26
Closed -$3K – 230
2023
Q4 		$3K Buy
+26
New +$2.66K ﹤0.01% 225
2022
Q4 		– Sell
-38
Closed -$5K – 175
2022
Q3 		$5K Buy
+38
New +$6.5K ﹤0.01% 140

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morton Brown Family Wealth's CCI Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 22 shares — an estimated $2.26K sold.

Morton Brown Family Wealth first reported a position in CCI in Q3 2022 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 1,064 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 22 Crown Castle shares in Q3 2025, an estimated $2.26K.
  • Morton Brown Family Wealth first reported a position in Crown Castle in Q3 2022 and held it in 4 quarters.
  • Morton Brown Family Wealth's Crown Castle position peaked at $5K in Q3 2022.
  • 1,064 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.