Strategic Wealth Partners’s Crown Castle CCI Stock Holding History

Strategic Wealth Partners’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	$10.5K	Sell	139 -6	-4%	-$527	﹤0.01%	911
2026 Q1	$11.8K	Sell	145 -19	-12%	-$1.64K	﹤0.01%	855
2025 Q4	$14.6K	Sell	164 -81	-33%	-$7.45K	﹤0.01%	780
2025 Q3	$23.6K	Buy	245 +125	+104%	+$12.7K	﹤0.01%	695
2025 Q2	$12.3K	Buy	+120	New	+$12.1K	﹤0.01%	748
2019 Q4	–	Sell	-25	Closed	-$3	–	184
2019 Q3	$3	Buy	+25	New	+$3.46K	﹤0.01%	674
2018 Q2	–	Sell	-3	Closed	–	–	763
2018 Q1	$0	Buy	+3	New	+$326	﹤0.01%	791

Other funds holding CCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Strategic Wealth Partners's CCI Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Crown Castle (CCI) stake by 4.1% in Q2 2026, selling an estimated $527 and leaving 139 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Strategic Wealth Partners first reported a position in CCI in Q1 2018 and has held it in 7 quarters since. The position peaked at $23.6K in Q3 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

Strategic Wealth Partners held 139 shares of Crown Castle worth $10.5K as of Q2 2026.
Strategic Wealth Partners sold 6 Crown Castle shares in Q2 2026, an estimated $527.
Crown Castle made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #911 holding.
Strategic Wealth Partners first reported a position in Crown Castle in Q1 2018 and has held it in 7 quarters since.
Strategic Wealth Partners's Crown Castle position peaked at $23.6K in Q3 2025.
935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.