Principia Wealth Advisory’s Crown Castle CCI Stock Holding History

Principia Wealth Advisory’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	$1.74K	Buy	23 +4	+21%	+$351	﹤0.01%	622
2026 Q1	$1.54K	Sell	19 -12	-39%	-$1.03K	﹤0.01%	586
2025 Q4	$2.75K	Hold	31	–	–	﹤0.01%	373
2025 Q3	$2.99K	Buy	31 +3	+11%	+$304	﹤0.01%	365
2025 Q2	$2.88K	Buy	28 +7	+33%	+$708	﹤0.01%	314
2025 Q1	$2.01K	Buy	21 +6	+40%	+$560	﹤0.01%	283
2024 Q4	$1.36K	Buy	+15	New	+$1.57K	﹤0.01%	303

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principia Wealth Advisory's CCI Position: Q2 2026 in Review

Principia Wealth Advisory increased its Crown Castle (CCI) stake by 21% in Q2 2026, buying an estimated $351 and bringing the position to 23 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Principia Wealth Advisory first reported a position in CCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.99K in Q3 2025. 933 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Principia Wealth Advisory held 23 shares of Crown Castle worth $1.74K as of Q2 2026.
Principia Wealth Advisory bought 4 Crown Castle shares in Q2 2026, an estimated $351.
Crown Castle made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #622 holding.
Principia Wealth Advisory first reported a position in Crown Castle in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Crown Castle position peaked at $2.99K in Q3 2025.
933 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.