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Premier Path Wealth Partners’s Crown Castle CCI Stock Holding History

Premier Path Wealth Partners’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 		$347K Buy
4,581
+1,345
+42% +$118K 0.04% 331
2026
Q1 		$263K Buy
3,236
+878
+37% +$75.6K 0.03% 363
2025
Q4 		$210K Sell
2,358
-1,398
-37% -$129K 0.03% 387
2025
Q3 		$362K Sell
3,756
-391
-9% -$39.6K 0.05% 304
2025
Q2 		$426K Buy
4,147
+881
+27% +$89.2K 0.06% 271
2025
Q1 		$340K Buy
3,266
+397
+14% +$37.1K 0.05% 288
2024
Q4 		$260K Sell
2,869
-619
-18% -$64.7K 0.04% 323
2024
Q3 		$414K Buy
3,488
+672
+24% +$74K 0.07% 256
2024
Q2 		$275K Buy
2,816
+40
+1% +$3.94K 0.05% 309
2024
Q1 		$294K Buy
2,776
+169
+6% +$18.4K 0.06% 277
2023
Q4 		$300K Buy
+2,607
New +$267K 0.07% 260

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Premier Path Wealth Partners's CCI Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Crown Castle (CCI) stake by 42% in Q2 2026, buying an estimated $118K and bringing the position to 4,581 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #331.

Premier Path Wealth Partners first reported a position in CCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $426K in Q2 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Premier Path Wealth Partners held 4,581 shares of Crown Castle worth $347K as of Q2 2026.
  • Premier Path Wealth Partners bought 1,345 Crown Castle shares in Q2 2026, an estimated $118K.
  • Crown Castle made up 0.04% of Premier Path Wealth Partners's portfolio in Q2 2026, its #331 holding.
  • Premier Path Wealth Partners first reported a position in Crown Castle in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Crown Castle position peaked at $426K in Q2 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.