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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
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

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

Retirement Wealth Solutions's CCI Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Crown Castle (CCI) stake by 3.2% in Q2 2026, selling an estimated $88 and leaving 30 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Retirement Wealth Solutions first reported a position in CCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.22K in Q1 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Retirement Wealth Solutions held 30 shares of Crown Castle worth $2.26K as of Q2 2026.
  • Retirement Wealth Solutions sold 1 Crown Castle share in Q2 2026, an estimated $88.
  • Crown Castle made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #500 holding.
  • Retirement Wealth Solutions first reported a position in Crown Castle in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Crown Castle position peaked at $9.22K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.