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Sequoia Financial Advisors’s Crown Castle CCI Stock Holding History

Sequoia Financial Advisors’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 		$555K Buy
7,325
+353
+5% +$31K ﹤0.01% 1279
2026
Q1 		$567K Sell
6,972
-2,000
-22% -$172K ﹤0.01% 1200
2025
Q4 		$797K Sell
8,972
-1,589
-15% -$146K ﹤0.01% 1004
2025
Q3 		$1.02M Sell
10,561
-5,758
-35% -$583K 0.01% 770
2025
Q2 		$1.68M Buy
16,319
+7,018
+75% +$710K 0.01% 516
2025
Q1 		$969K Sell
9,301
-400
-4% -$37.3K 0.01% 625
2024
Q4 		$880K Buy
9,701
+1,272
+15% +$133K 0.01% 619
2024
Q3 		$1,000K Buy
8,429
+416
+5% +$45.8K 0.01% 547
2024
Q2 		$783K Buy
8,013
+909
+13% +$89.5K 0.01% 550
2024
Q1 		$752K Sell
7,104
-3,539
-33% -$385K 0.01% 561
2023
Q4 		$1.23M Buy
10,643
+6,803
+177% +$697K 0.02% 468
2023
Q3 		$353K Buy
3,840
+651
+20% +$67.4K 0.01% 626
2023
Q2 		$363K Sell
3,189
-332
-9% -$39.5K 0.01% 629
2023
Q1 		$471K Sell
3,521
-25
-0.7% -$3.46K 0.01% 477
2022
Q4 		$481K Buy
3,546
+1,720
+94% +$233K 0.01% 442
2022
Q3 		$264K Sell
1,826
-1,246
-41% -$213K 0.01% 426
2022
Q2 		$518K Sell
3,072
-882
-22% -$160K 0.01% 317
2022
Q1 		$730K Buy
3,954
+991
+33% +$176K 0.02% 290
2021
Q4 		$619K Buy
+2,963
New +$547K 0.02% 294
2021
Q3 		– Sell
-2,849
Closed -$556K – 288
2021
Q2 		$556K Buy
2,849
+1,089
+62% +$204K 0.02% 262
2021
Q1 		$303K Buy
+1,760
New +$282K 0.01% 334
2020
Q4 		– Sell
-1,449
Closed -$241K – 422
2020
Q3 		$241K Buy
+1,449
New +$239K 0.01% 336
2020
Q2 		– Sell
-1,895
Closed -$274K – 371
2020
Q1 		$274K Buy
1,895
+72
+4% +$10.7K 0.02% 278
2019
Q4 		$259K Buy
1,823
+120
+7% +$16.4K 0.02% 318
2019
Q3 		$237K Buy
+1,703
New +$236K 0.02% 316

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

Sequoia Financial Advisors's CCI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Crown Castle (CCI) stake by 5.1% in Q2 2026, buying an estimated $31K and bringing the position to 7,325 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Sequoia Financial Advisors first reported a position in CCI in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.68M in Q2 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Sequoia Financial Advisors held 7,325 shares of Crown Castle worth $555K as of Q2 2026.
  • Sequoia Financial Advisors bought 353 Crown Castle shares in Q2 2026, an estimated $31K.
  • Crown Castle made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1279 holding.
  • Sequoia Financial Advisors first reported a position in Crown Castle in Q3 2019 and has held it in 25 quarters since.
  • Sequoia Financial Advisors's Crown Castle position peaked at $1.68M in Q2 2025.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.