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Root Financial Partners’s Crown Castle CCI Stock Holding History

Root Financial Partners’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 		– Sell
-11
Closed -$894 – 881
2026
Q1 		$894 Sell
11
-303
-96% -$26.1K ﹤0.01% 2653
2025
Q4 		$27.9K Sell
314
-557
-64% -$51.2K ﹤0.01% 992
2025
Q3 		$84K Buy
+871
New +$88.2K 0.01% 497

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

Root Financial Partners's CCI Position: Q2 2026 in Review

Root Financial Partners sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 11 shares — an estimated $894 sold.

Root Financial Partners first reported a position in CCI in Q3 2025 and held it in 3 quarters. The position peaked at $84K in Q3 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Root Financial Partners reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 Crown Castle shares in Q2 2026, an estimated $894.
  • Root Financial Partners first reported a position in Crown Castle in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Crown Castle position peaked at $84K in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.