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Retirement Wealth Solutions’s Crown Castle CCI Stock Holding History

Retirement Wealth Solutions’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
Q3 		$126 Sell
2
-28
-93% -$2.1K ﹤0.01% 878
2026
Q2 		$2.26K Sell
30
-1
-3% -$88 ﹤0.01% 500
2026
Q1 		$2.51K Sell
31
-31
-50% -$2.67K ﹤0.01% 457
2025
Q4 		$5.5K Sell
62
-14
-18% -$1.29K ﹤0.01% 299
2025
Q3 		$7.31K Sell
76
-13
-15% -$1.32K ﹤0.01% 256
2025
Q2 		$9.1K Buy
89
+1
+1% +$101 0.01% 247
2025
Q1 		$9.22K Hold
88
– – 0.01% 232
2024
Q4 		$7.45K Buy
+88
New +$9.2K 0.01% 262

Other funds holding CCI

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Retirement Wealth Solutions's CCI Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Crown Castle (CCI) stake by 93% in Q3 2026, selling an estimated $2.1K and leaving 2 shares worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Retirement Wealth Solutions first reported a position in CCI in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.22K in Q1 2025. 34 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Retirement Wealth Solutions held 2 shares of Crown Castle worth $126 as of Q3 2026.
  • Retirement Wealth Solutions sold 28 Crown Castle shares in Q3 2026, an estimated $2.1K.
  • Crown Castle made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #878 holding.
  • Retirement Wealth Solutions first reported a position in Crown Castle in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Crown Castle position peaked at $9.22K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.