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SHP Wealth Management’s Crown Castle CCI Stock Holding History

SHP 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 		$137K Sell
1,815
-122
-6% -$10.7K 0.01% 365
2026
Q1 		$158K Sell
1,937
-429
-18% -$36.9K 0.01% 312
2025
Q4 		$210K Buy
+2,366
New +$218K 0.02% 246

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Crown Castle (CCI) stake by 6.3% in Q2 2026, selling an estimated $10.7K and leaving 1,815 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #365.

SHP Wealth Management first reported a position in CCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $210K in Q4 2025. 940 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • SHP Wealth Management held 1,815 shares of Crown Castle worth $137K as of Q2 2026.
  • SHP Wealth Management sold 122 Crown Castle shares in Q2 2026, an estimated $10.7K.
  • Crown Castle made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #365 holding.
  • SHP Wealth Management first reported a position in Crown Castle in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Crown Castle position peaked at $210K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.