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Sound View Wealth Advisors Group’s Crown Castle CCI Stock Holding History

Sound View Wealth Advisors 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 		– Sell
-2,501
Closed -$203K – 446
2026
Q1 		$203K Sell
2,501
-194
-7% -$16.7K 0.01% 410
2025
Q4 		$240K Buy
2,695
+84
+3% +$7.73K 0.02% 382
2025
Q3 		$252K Sell
2,611
-77
-3% -$7.79K 0.02% 378
2025
Q2 		$276K Sell
2,688
-158
-6% -$16K 0.02% 359
2025
Q1 		$297K Sell
2,846
-6,887
-71% -$643K 0.02% 333
2024
Q4 		$883K Sell
9,733
-3,374
-26% -$353K 0.07% 197
2024
Q3 		$1.55M Buy
13,107
+981
+8% +$108K 0.13% 140
2024
Q2 		$1.18M Buy
12,126
+1,629
+16% +$160K 0.12% 150
2024
Q1 		$1.11M Buy
10,497
+2,000
+24% +$218K 0.12% 153
2023
Q4 		$979K Sell
8,497
-1,126
-12% -$115K 0.11% 160
2023
Q3 		$886K Buy
9,623
+1,268
+15% +$131K 0.11% 157
2023
Q2 		$952K Buy
8,355
+2,232
+36% +$266K 0.12% 153
2023
Q1 		$819K Sell
6,123
-2,374
-28% -$328K 0.11% 167
2022
Q4 		$979K Buy
8,497
+4,040
+91% +$546K 0.11% 160
2022
Q3 		$644K Sell
4,457
-284
-6% -$48.6K 0.14% 136
2022
Q2 		$798K Sell
4,741
-161
-3% -$29.3K 0.17% 122
2022
Q1 		$905K Buy
4,902
+3,341
+214% +$595K 0.17% 119
2021
Q4 		$326K Sell
1,561
-1
-0.1% -$185 0.06% 226
2021
Q3 		$271K Hold
1,562
– – 0.06% 245
2021
Q2 		$305K Buy
1,562
+1
+0.1% +$187 0.06% 232
2021
Q1 		$269K Sell
1,561
-34
-2% -$5.45K 0.06% 232
2020
Q4 		$254K Sell
1,595
-4
-0.3% -$649 0.06% 222
2020
Q3 		$266K Sell
1,599
-301
-16% -$49.7K 0.07% 205
2020
Q2 		$318K Sell
1,900
-89
-4% -$14.3K 0.09% 177
2020
Q1 		$287K Sell
1,989
-310
-13% -$46.2K 0.1% 166
2019
Q4 		$327K Sell
2,299
-779
-25% -$106K 0.09% 177
2019
Q3 		$428K Sell
3,078
-158
-5% -$21.9K 0.13% 154
2019
Q2 		$422K Buy
+3,236
New +$416K 0.12% 158

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

Sound View Wealth Advisors Group's CCI Position: Q2 2026 in Review

Sound View Wealth Advisors Group sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 2,501 shares — an estimated $203K sold.

Sound View Wealth Advisors Group first reported a position in CCI in Q2 2019 and held it in 28 quarters. The position peaked at $1.55M in Q3 2024. 937 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Sound View Wealth Advisors Group reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,501 Crown Castle shares in Q2 2026, an estimated $203K.
  • Sound View Wealth Advisors Group first reported a position in Crown Castle in Q2 2019 and held it in 28 quarters.
  • Sound View Wealth Advisors Group's Crown Castle position peaked at $1.55M in Q3 2024.
  • 937 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.