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Stiles Financial Services’s Crown Castle CCI Stock Holding History

Stiles Financial Services’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
-2,543
Closed -$207K – 184
2026
Q1 		$207K Hold
2,543
– – 0.06% 171
2025
Q4 		$226K Hold
2,543
– – 0.07% 167
2025
Q3 		$245K Hold
2,543
– – 0.08% 162
2025
Q2 		$261K Hold
2,543
– – 0.09% 157
2025
Q1 		$265K Hold
2,543
– – 0.1% 149
2024
Q4 		$231K Buy
+2,543
New +$266K 0.08% 168

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

Stiles Financial Services's CCI Position: Q2 2026 in Review

Stiles Financial Services sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 2,543 shares — an estimated $207K sold.

Stiles Financial Services first reported a position in CCI in Q4 2024 and held it in 6 quarters. The position peaked at $265K in Q1 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Stiles Financial Services reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Stiles Financial Services sold 2,543 Crown Castle shares in Q2 2026, an estimated $207K.
  • Stiles Financial Services first reported a position in Crown Castle in Q4 2024 and held it in 6 quarters.
  • Stiles Financial Services's Crown Castle position peaked at $265K in Q1 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.