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Spartan Wealth Advisory Services LLC’s Crown Castle CCI Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$661K Sell
8,727
-736
-8% -$64.6K 0.05% 197
2026
Q1 		$769K Buy
+9,463
New +$815K 0.07% 177

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 $535B AUM 26.23% 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

Spartan Wealth Advisory Services LLC's CCI Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Crown Castle (CCI) stake by 7.8% in Q2 2026, selling an estimated $64.6K and leaving 8,727 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #197.

Spartan Wealth Advisory Services LLC first reported a position in CCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $769K in Q1 2026. 875 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 8,727 shares of Crown Castle worth $661K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 736 Crown Castle shares in Q2 2026, an estimated $64.6K.
  • Crown Castle made up 0.05% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #197 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Crown Castle in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Crown Castle position peaked at $769K in Q1 2026.
  • 875 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.