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

Private Wealth Management Group’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	$7.35K	Sell	97 -1	-1%	-$88	﹤0.01%	685
2026 Q1	$7.97K	Buy	98 +1	+1%	+$86	﹤0.01%	600
2025 Q4	$8.62K	Sell	97 -1	-1%	-$92	﹤0.01%	555
2025 Q3	$9.46K	Hold	98	–	–	﹤0.01%	528
2025 Q2	$10.1K	Hold	98	–	–	﹤0.01%	488
2025 Q1	$10.2K	Sell	98 -19	-16%	-$1.77K	﹤0.01%	464
2024 Q4	$10.6K	Sell	117 -17	-13%	-$1.78K	﹤0.01%	448
2024 Q3	$15.9K	Buy	134 +2	+2%	+$220	0.01%	342
2024 Q2	$12.9K	Buy	132 +1	+0.8%	+$98	0.01%	382
2024 Q1	$13.9K	Hold	131	–	–	0.01%	341
2023 Q4	$15.1K	Buy	+131	New	+$13.4K	0.01%	317

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Private Wealth Management Group's CCI Position: Q2 2026 in Review

Private Wealth Management Group reduced its Crown Castle (CCI) stake by 1% in Q2 2026, selling an estimated $88 and leaving 97 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Private Wealth Management Group first reported a position in CCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.9K in Q3 2024. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Private Wealth Management Group held 97 shares of Crown Castle worth $7.35K as of Q2 2026.
Private Wealth Management Group sold 1 Crown Castle share in Q2 2026, an estimated $88.
Crown Castle made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #685 holding.
Private Wealth Management Group first reported a position in Crown Castle in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Crown Castle position peaked at $15.9K in Q3 2024.
931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.