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Private Wealth Asset Management’s Crown Castle CCI Stock Holding History

Private Wealth Asset 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
2026
Q1 		– Sell
-2
Closed -$178 – 959
2025
Q4 		$178 Hold
2
– – ﹤0.01% 1014
2025
Q3 		$193 Hold
2
– – ﹤0.01% 996
2025
Q2 		$205 Sell
2
-9
-82% -$911 ﹤0.01% 974
2025
Q1 		$1.15K Buy
+11
New +$1.03K ﹤0.01% 860

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 $3.38T AUM 44.17% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Private Wealth Asset Management's CCI Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 2 shares — an estimated $178 sold.

Private Wealth Asset Management first reported a position in CCI in Q1 2025 and held it in 4 quarters. The position peaked at $1.15K in Q1 2025. 960 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 Crown Castle shares in Q1 2026, an estimated $178.
  • Private Wealth Asset Management first reported a position in Crown Castle in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Crown Castle position peaked at $1.15K in Q1 2025.
  • 960 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.