SAG
CCI icon

SageView Advisory Group’s Crown Castle CCI Stock Holding History

SageView Advisory 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 		$409K Sell
5,407
-63
-1% -$5.53K 0.01% 405
2026
Q1 		$445K Sell
5,470
-128
-2% -$11K 0.02% 374
2025
Q4 		$498K Sell
5,598
-676
-11% -$62.2K 0.02% 364
2025
Q3 		$605K Buy
6,274
+518
+9% +$52.4K 0.02% 345
2025
Q2 		$626K Buy
5,756
+252
+5% +$25.5K 0.02% 328
2025
Q1 		$574K Buy
5,504
+200
+4% +$18.7K 0.02% 318
2024
Q4 		$481K Buy
5,304
+87
+2% +$9.1K 0.02% 348
2024
Q3 		$619K Sell
5,217
-4
-0.1% -$441 0.03% 263
2024
Q2 		$510K Buy
5,221
+109
+2% +$10.7K 0.02% 336
2024
Q1 		$541K Sell
5,112
-553
-10% -$60.2K 0.03% 308
2023
Q4 		$612K Buy
5,665
+2,240
+65% +$229K 0.03% 351
2023
Q3 		$315K Sell
3,425
-661
-16% -$68.5K 0.02% 412
2023
Q2 		$466K Buy
4,086
+38
+0.9% +$4.52K 0.03% 367
2023
Q1 		$542K Buy
+4,048
New +$560K 0.03% 293

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

SageView Advisory Group's CCI Position: Q2 2026 in Review

SageView Advisory Group reduced its Crown Castle (CCI) stake by 1.2% in Q2 2026, selling an estimated $5.53K and leaving 5,407 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #405.

SageView Advisory Group first reported a position in CCI in Q1 2023 and has held it in 14 quarters since. The position peaked at $626K in Q2 2025. 936 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • SageView Advisory Group held 5,407 shares of Crown Castle worth $409K as of Q2 2026.
  • SageView Advisory Group sold 63 Crown Castle shares in Q2 2026, an estimated $5.53K.
  • Crown Castle made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #405 holding.
  • SageView Advisory Group first reported a position in Crown Castle in Q1 2023 and has held it in 14 quarters since.
  • SageView Advisory Group's Crown Castle position peaked at $626K in Q2 2025.
  • 936 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.