Networth Advisors’s Crown Castle CCI Stock Holding History

Networth Advisors’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	-1,593	Closed	-$130K	–	395
2026 Q1	$130K	Hold	1,593	–	–	0.09%	66
2025 Q4	$142K	Buy	+1,593	New	+$147K	0.1%	60

Other funds holding CCI

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Networth Advisors's CCI Position: Q2 2026 in Review

Networth Advisors sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 1,593 shares — an estimated $130K sold.

Networth Advisors first reported a position in CCI in Q4 2025 and held it in 2 quarters. The position peaked at $142K in Q4 2025. 447 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Networth Advisors reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
Networth Advisors sold 1,593 Crown Castle shares in Q2 2026, an estimated $130K.
Networth Advisors first reported a position in Crown Castle in Q4 2025 and held it in 2 quarters.
Networth Advisors's Crown Castle position peaked at $142K in Q4 2025.
447 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.