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Thrive Wealth Management’s Crown Castle CCI Stock Holding History

Thrive 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
Q1 		– Sell
-3,662
Closed -$325K – 239
2025
Q4 		$325K Sell
3,662
-204
-5% -$18.8K 0.05% 166
2025
Q3 		$373K Sell
3,866
-142
-4% -$14.4K 0.06% 158
2025
Q2 		$412K Buy
4,008
+70
+2% +$7.08K 0.07% 142
2025
Q1 		$410K Buy
3,938
+1,550
+65% +$145K 0.08% 129
2024
Q4 		$217K Sell
2,388
-1,864
-44% -$195K 0.04% 186
2024
Q3 		$504K Buy
4,252
+59
+1% +$6.5K 0.09% 115
2024
Q2 		$410K Buy
4,193
+843
+25% +$83K 0.08% 135
2024
Q1 		$355K Sell
3,350
-828
-20% -$90.1K 0.07% 144
2023
Q4 		$481K Buy
+4,178
New +$428K 0.11% 107
2023
Q3 		– Sell
-2,719
Closed -$310K – 170
2023
Q2 		$310K Sell
2,719
-836
-24% -$99.5K 0.08% 133
2023
Q1 		$476K Buy
3,555
+1,276
+56% +$176K 0.12% 102
2022
Q4 		$309K Sell
2,279
-178
-7% -$24.1K 0.09% 130
2022
Q3 		$355K Buy
2,457
+376
+18% +$64.3K 0.12% 101
2022
Q2 		$350K Buy
2,081
+131
+7% +$23.8K 0.12% 103
2022
Q1 		$360K Sell
1,950
-261
-12% -$46.5K 0.11% 110
2021
Q4 		$461K Buy
+2,211
New +$408K 0.16% 84

Other funds holding CCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Thrive Wealth Management's CCI Position: Q1 2026 in Review

Thrive Wealth Management sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 3,662 shares — an estimated $325K sold.

Thrive Wealth Management first reported a position in CCI in Q4 2021 and held it in 16 quarters. The position peaked at $504K in Q3 2024. 954 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

  • Thrive Wealth Management reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
  • Thrive Wealth Management sold 3,662 Crown Castle shares in Q1 2026, an estimated $325K.
  • Thrive Wealth Management first reported a position in Crown Castle in Q4 2021 and held it in 16 quarters.
  • Thrive Wealth Management's Crown Castle position peaked at $504K in Q3 2024.
  • 954 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Thrive Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.