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Sagespring Wealth Partners’s Crown Castle CCI Stock Holding History

Sagespring Wealth 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 		$511K Buy
6,748
+498
+8% +$43.7K 0.01% 518
2026
Q1 		$508K Buy
6,250
+61
+1% +$5.25K 0.01% 494
2025
Q4 		$550K Sell
6,189
-1,407
-19% -$129K 0.01% 450
2025
Q3 		$733K Sell
7,596
-653
-8% -$66.1K 0.01% 368
2025
Q2 		$847K Buy
8,249
+1,156
+16% +$117K 0.02% 316
2025
Q1 		$739K Buy
7,093
+1,240
+21% +$116K 0.02% 300
2024
Q4 		$531K Buy
+5,853
New +$612K 0.01% 334

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

Sagespring Wealth Partners's CCI Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Crown Castle (CCI) stake by 8% in Q2 2026, buying an estimated $43.7K and bringing the position to 6,748 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #518.

Sagespring Wealth Partners first reported a position in CCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $847K in Q2 2025. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Sagespring Wealth Partners held 6,748 shares of Crown Castle worth $511K as of Q2 2026.
  • Sagespring Wealth Partners bought 498 Crown Castle shares in Q2 2026, an estimated $43.7K.
  • Crown Castle made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #518 holding.
  • Sagespring Wealth Partners first reported a position in Crown Castle in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Crown Castle position peaked at $847K in Q2 2025.
  • 936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.