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Mosley Wealth Management’s Crown Castle CCI Stock Holding History

Mosley 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 		– Sell
-4
Closed -$386 – 788
2026
Q1 		$386 Buy
+4
New +$344 ﹤0.01% 443
2024
Q4 		– Sell
-3,753
Closed -$414K – 117
2024
Q3 		$414K Buy
3,753
+427
+13% +$47K 0.28% 78
2024
Q2 		$325K Buy
3,326
+600
+22% +$59.1K 0.28% 75
2024
Q1 		$288K Sell
2,726
-19
-0.7% -$2.07K 0.27% 81
2023
Q4 		$316K Buy
+2,745
New +$281K 0.31% 72

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

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

Mosley Wealth Management sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 4 shares — an estimated $386 sold.

Mosley Wealth Management first reported a position in CCI in Q4 2023 and held it in 5 quarters. The position peaked at $414K in Q3 2024. 486 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Mosley Wealth Management reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 4 Crown Castle shares in Q2 2026, an estimated $386.
  • Mosley Wealth Management first reported a position in Crown Castle in Q4 2023 and held it in 5 quarters.
  • Mosley Wealth Management's Crown Castle position peaked at $414K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.