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Mosaic Financial Group’s Crown Castle CCI Stock Holding History

Mosaic Financial 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
2025
Q3 		– Sell
-2,009
Closed -$206K – 121
2025
Q2 		$206K Buy
2,009
+43
+2% +$4.35K 0.16% 112
2025
Q1 		$205K Buy
+1,966
New +$184K 0.17% 113
2024
Q4 		– Sell
-2,466
Closed -$293K – 129
2024
Q3 		$293K Sell
2,466
-250
-9% -$27.5K 0.21% 89
2024
Q2 		$265K Buy
2,716
+192
+8% +$18.9K 0.19% 96
2024
Q1 		$267K Buy
+2,524
New +$275K 0.21% 94

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

Mosaic Financial Group's CCI Position: Q3 2025 in Review

Mosaic Financial Group sold out of Crown Castle (CCI) in Q3 2025, closing a stake of 2,009 shares — an estimated $206K sold.

Mosaic Financial Group first reported a position in CCI in Q1 2024 and held it in 5 quarters. The position peaked at $293K in Q3 2024. 1,060 funds tracked by Wall St. Rank hold CCI as of Q3 2025.

  • Mosaic Financial Group reported no remaining Crown Castle position as of Q3 2025 after selling out during the quarter.
  • Mosaic Financial Group sold 2,009 Crown Castle shares in Q3 2025, an estimated $206K.
  • Mosaic Financial Group first reported a position in Crown Castle in Q1 2024 and held it in 5 quarters.
  • Mosaic Financial Group's Crown Castle position peaked at $293K in Q3 2024.
  • 1,060 funds tracked by Wall St. Rank held Crown Castle as of Q3 2025.

Based on Mosaic Financial Group's 13F filing for Q3 2025, filed 19 Nov 2025.