StrongBox Wealth’s Crown Castle CCI Stock Holding History

StrongBox Wealth’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	$15.2K	Buy	+200	New	+$17.6K	﹤0.01%	235
2023 Q1	–	Sell	-1,514	Closed	-$205K	–	87
2022 Q4	$205K	Buy	1,514 +20	+1%	+$2.71K	0.15%	77
2022 Q3	$216K	Hold	1,494	–	–	0.16%	77
2022 Q2	$252K	Sell	1,494 -183	-11%	-$33.3K	0.16%	74
2022 Q1	$310K	Sell	1,677 -10,171	-86%	-$1.81M	0.18%	74
2021 Q4	$2.47M	Sell	11,848 -10	-0.1%	-$1.85K	1.24%	30
2021 Q3	$2.06M	Buy	11,858 +2,144	+22%	+$414K	1.15%	30
2021 Q2	$1.9M	Buy	9,714 +493	+5%	+$92.3K	1.09%	34
2021 Q1	$1.59M	Buy	9,221 +1,761	+24%	+$282K	0.98%	33
2020 Q4	$1.19M	Buy	7,460 +2,630	+54%	+$427K	0.77%	38
2020 Q3	$804K	Buy	4,830 +741	+18%	+$122K	0.59%	43
2020 Q2	$684K	Buy	4,089 +613	+18%	+$98.7K	0.62%	50
2020 Q1	$502K	Buy	+3,476	New	+$518K	0.57%	50

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

StrongBox Wealth's CCI Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Crown Castle (CCI) in Q2 2026: 200 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in CCI as recently as Q4 2022.

StrongBox Wealth first reported a position in CCI in Q1 2020 and has held it in 13 quarters since. The position peaked at $2.47M in Q4 2021. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

StrongBox Wealth held 200 shares of Crown Castle worth $15.2K as of Q2 2026.
Crown Castle was a new StrongBox Wealth position in Q2 2026.
Crown Castle made up ﹤0.01% of StrongBox Wealth's portfolio in Q2 2026, its #235 holding.
StrongBox Wealth first reported a position in Crown Castle in Q1 2020 and has held it in 13 quarters since.
StrongBox Wealth's Crown Castle position peaked at $2.47M in Q4 2021.
935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.