Toth Financial Advisory’s Crown Castle CCI Stock Holding History

Toth Financial Advisory’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	-1	Closed	-$89	–	945
2025 Q4	$89	Buy	+1	New	+$92	﹤0.01%	898
2024 Q2	–	Sell	-212	Closed	-$22.4K	–	754
2024 Q1	$22.4K	Hold	212	–	–	﹤0.01%	377
2023 Q4	$24.4K	Hold	212	–	–	﹤0.01%	366
2023 Q3	$19.5K	Hold	212	–	–	﹤0.01%	372
2023 Q2	$24.2K	Hold	212	–	–	﹤0.01%	366
2023 Q1	$28.4K	Hold	212	–	–	﹤0.01%	344
2022 Q4	$28.8K	Sell	212 -50	-19%	-$6.76K	﹤0.01%	343
2022 Q3	$38K	Buy	262 +27	+11%	+$4.62K	0.01%	297
2022 Q2	$40K	Buy	235 +23	+11%	+$4.18K	0.01%	292
2022 Q1	$39K	Sell	212 -30	-12%	-$5.34K	0.01%	310
2021 Q4	$51K	Hold	242	–	–	0.01%	298
2021 Q3	$42K	Buy	242 +30	+14%	+$5.8K	0.01%	323
2021 Q2	$41K	Hold	212	–	–	0.01%	295
2021 Q1	$36K	Hold	212	–	–	0.01%	315
2020 Q4	$34K	Hold	212	–	–	0.01%	284
2020 Q3	$35K	Hold	212	–	–	0.01%	256
2020 Q2	$35K	Buy	+212	New	+$34.1K	0.01%	241

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Toth Financial Advisory's CCI Position: Q1 2026 in Review

Toth Financial Advisory sold out of Crown Castle (CCI) in Q1 2026, closing a stake of 1 share — an estimated $89 sold.

Toth Financial Advisory first reported a position in CCI in Q2 2020 and held it in 17 quarters. The position peaked at $51K in Q4 2021. 957 funds tracked by Wall St. Rank hold CCI as of Q1 2026.

Toth Financial Advisory reported no remaining Crown Castle position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 1 Crown Castle share in Q1 2026, an estimated $89.
Toth Financial Advisory first reported a position in Crown Castle in Q2 2020 and held it in 17 quarters.
Toth Financial Advisory's Crown Castle position peaked at $51K in Q4 2021.
957 funds tracked by Wall St. Rank held Crown Castle as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.