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Spire Wealth Management’s Crown Castle CCI Stock Holding History

Spire 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 		$17.3K Sell
229
-14
-6% -$1.23K ﹤0.01% 1483
2026
Q1 		$19.8K Sell
243
-232
-49% -$20K ﹤0.01% 1423
2025
Q4 		$42.2K Sell
475
-93
-16% -$8.55K ﹤0.01% 1238
2025
Q3 		$54.8K Sell
568
-31
-5% -$3.14K ﹤0.01% 1203
2025
Q2 		$61.6K Sell
599
-118
-16% -$11.9K ﹤0.01% 1130
2025
Q1 		$74.7K Sell
717
-153
-18% -$14.3K ﹤0.01% 1152
2024
Q4 		$79K Sell
870
-546
-39% -$57.1K ﹤0.01% 1121
2024
Q3 		$168K Sell
1,416
-649
-31% -$71.5K 0.01% 776
2024
Q2 		$202K Sell
2,065
-51
-2% -$5.02K 0.01% 712
2024
Q1 		$224K Sell
2,116
-86
-4% -$9.36K ﹤0.01% 740
2023
Q4 		$238K Sell
2,202
-650
-23% -$66.6K 0.01% 713
2023
Q3 		$262K Buy
2,852
+756
+36% +$78.3K 0.01% 629
2023
Q2 		$239K Sell
2,096
-433
-17% -$51.5K 0.01% 674
2023
Q1 		$338K Buy
2,529
+396
+19% +$54.7K 0.01% 588
2022
Q4 		$289K Buy
2,133
+53
+3% +$7.17K 0.02% 469
2022
Q3 		$301K Sell
2,080
-527
-20% -$90.2K 0.02% 441
2022
Q2 		$439K Sell
2,607
-56
-2% -$10.2K 0.02% 513
2022
Q1 		$492K Sell
2,663
-423
-14% -$75.3K 0.01% 578
2021
Q4 		$644K Sell
3,086
-663
-18% -$122K 0.01% 607
2021
Q3 		$650K Buy
3,749
+50
+1% +$9.66K 0.02% 525
2021
Q2 		$736K Sell
3,699
-1,033
-22% -$193K 0.02% 503
2021
Q1 		$796K Buy
+4,732
New +$758K 0.02% 517

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

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

Spire Wealth Management reduced its Crown Castle (CCI) stake by 5.8% in Q2 2026, selling an estimated $1.23K and leaving 229 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Spire Wealth Management first reported a position in CCI in Q1 2021 and has held it in 22 quarters since. The position peaked at $796K in Q1 2021. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Spire Wealth Management held 229 shares of Crown Castle worth $17.3K as of Q2 2026.
  • Spire Wealth Management sold 14 Crown Castle shares in Q2 2026, an estimated $1.23K.
  • Crown Castle made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1483 holding.
  • Spire Wealth Management first reported a position in Crown Castle in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Crown Castle position peaked at $796K in Q1 2021.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.