NWMG
CCI icon

National Wealth Management Group’s Crown Castle CCI Stock Holding History

National Wealth Management 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
Q2 		– Sell
-4,772
Closed -$497K – 165
2025
Q1 		$497K Buy
+4,772
New +$446K 0.33% 73
2024
Q1 		– Sell
-6,794
Closed -$783K – 135
2023
Q4 		$783K Buy
+6,794
New +$696K 0.76% 36

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

National Wealth Management Group's CCI Position: Q2 2025 in Review

National Wealth Management Group sold out of Crown Castle (CCI) in Q2 2025, closing a stake of 4,772 shares — an estimated $497K sold.

National Wealth Management Group first reported a position in CCI in Q4 2023 and held it in 2 quarters. The position peaked at $783K in Q4 2023. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • National Wealth Management Group reported no remaining Crown Castle position as of Q2 2025 after selling out during the quarter.
  • National Wealth Management Group sold 4,772 Crown Castle shares in Q2 2025, an estimated $497K.
  • National Wealth Management Group first reported a position in Crown Castle in Q4 2023 and held it in 2 quarters.
  • National Wealth Management Group's Crown Castle position peaked at $783K in Q4 2023.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on National Wealth Management Group's 13F filing for Q2 2025, filed 25 Sep 2025.