Spire Wealth Management
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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
Q3 		$12.9K Sell
193
-36
-16% -$2.7K ﹤0.01% 1527
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% +$9.7K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Spire Wealth Management's CCI Position: Q3 2026 in Review

Spire Wealth Management reduced its Crown Castle (CCI) stake by 16% in Q3 2026, selling an estimated $2.7K and leaving 193 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Spire Wealth Management first reported a position in CCI in Q1 2021 and has held it in 23 quarters since. The position peaked at $796K in Q1 2021. 554 funds tracked by Wall St. Rank hold CCI as of Q3 2026.

  • Spire Wealth Management held 193 shares of Crown Castle worth $12.9K as of Q3 2026.
  • Spire Wealth Management sold 36 Crown Castle shares in Q3 2026, an estimated $2.7K.
  • Crown Castle made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1527 holding.
  • Spire Wealth Management first reported a position in Crown Castle in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Crown Castle position peaked at $796K in Q1 2021.
  • 554 funds tracked by Wall St. Rank held Crown Castle as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.