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Salvus Wealth Management’s Crown Castle CCI Stock Holding History

Salvus Wealth Management’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 		$328K Sell
4,333
-452
-9% -$39.7K 0.18% 109
2026
Q1 		$389K Sell
4,785
-132
-3% -$11.4K 0.23% 97
2025
Q4 		$437K Buy
4,917
+182
+4% +$16.7K 0.24% 88
2025
Q3 		$457K Sell
4,735
-24
-0.5% -$2.43K 0.26% 85
2025
Q2 		$489K Sell
4,759
-84
-2% -$8.5K 0.29% 80
2025
Q1 		$505K Buy
4,843
+434
+10% +$40.5K 0.32% 80
2024
Q4 		$400K Sell
4,409
-2,232
-34% -$233K 0.26% 91
2024
Q3 		$788K Sell
6,641
-966
-13% -$106K 0.48% 58
2024
Q2 		$743K Sell
7,607
-42
-0.5% -$4.14K 0.51% 56
2024
Q1 		$809K Sell
7,649
-8
-0.1% -$870 0.55% 47
2023
Q4 		$882K Buy
7,657
+496
+7% +$50.8K 0.63% 41
2023
Q3 		$659K Buy
7,161
+2,387
+50% +$247K 0.52% 53
2023
Q2 		$544K Buy
4,774
+117
+3% +$13.9K 0.42% 66
2023
Q1 		$623K Buy
4,657
+95
+2% +$13.1K 0.5% 55
2022
Q4 		$619K Buy
4,562
+32
+0.7% +$4.33K 0.57% 52
2022
Q3 		$655K Buy
4,530
+179
+4% +$30.6K 0.62% 43
2022
Q2 		$733K Sell
4,351
-14
-0.3% -$2.55K 0.66% 40
2022
Q1 		$806K Buy
4,365
+265
+6% +$47.2K 0.62% 41
2021
Q4 		$856K Buy
4,100
+923
+29% +$170K 0.63% 39
2021
Q3 		$551K Buy
3,177
+232
+8% +$44.8K 0.45% 51
2021
Q2 		$573K Buy
2,945
+76
+3% +$14.2K 0.48% 50
2021
Q1 		$504K Buy
2,869
+227
+9% +$36.4K 0.47% 51
2020
Q4 		$407K Buy
+2,642
New +$429K 0.44% 59

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

Salvus Wealth Management's CCI Position: Q2 2026 in Review

Salvus Wealth Management reduced its Crown Castle (CCI) stake by 9.4% in Q2 2026, selling an estimated $39.7K and leaving 4,333 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #109.

Salvus Wealth Management first reported a position in CCI in Q4 2020 and has held it in 23 quarters since. The position peaked at $882K in Q4 2023. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Salvus Wealth Management held 4,333 shares of Crown Castle worth $328K as of Q2 2026.
  • Salvus Wealth Management sold 452 Crown Castle shares in Q2 2026, an estimated $39.7K.
  • Crown Castle made up 0.18% of Salvus Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Salvus Wealth Management first reported a position in Crown Castle in Q4 2020 and has held it in 23 quarters since.
  • Salvus Wealth Management's Crown Castle position peaked at $882K in Q4 2023.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.