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Parkworth Wealth Management’s Crown Castle CCI Stock Holding History

Parkworth 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
2025
Q2 		$1.13K Buy
+11
New +$1.11K ﹤0.01% 383
2025
Q1 		– Sell
-125
Closed -$11.3K – 1239
2024
Q4 		$11.3K Buy
+125
New +$13.1K 0.01% 134

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

Parkworth Wealth Management's CCI Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in Crown Castle (CCI) in Q2 2025: 11 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Parkworth Wealth Management previously reported a position in CCI as recently as Q4 2024.

Parkworth Wealth Management first reported a position in CCI in Q4 2024 and has held it in 2 quarters since. The position peaked at $11.3K in Q4 2024. 1,075 funds tracked by Wall St. Rank hold CCI as of Q2 2025.

  • Parkworth Wealth Management held 11 shares of Crown Castle worth $1.13K as of Q2 2025.
  • Crown Castle was a new Parkworth Wealth Management position in Q2 2025.
  • Crown Castle made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #383 holding.
  • Parkworth Wealth Management first reported a position in Crown Castle in Q4 2024 and has held it in 2 quarters since.
  • Parkworth Wealth Management's Crown Castle position peaked at $11.3K in Q4 2024.
  • 1,075 funds tracked by Wall St. Rank held Crown Castle as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.