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Triangle Securities Wealth Management’s Crown Castle CCI Stock Holding History

Triangle Securities 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
2025
Q4 		– Sell
-2,139
Closed -$206K – 207
2025
Q3 		$206K Hold
2,139
– – 0.05% 201
2025
Q2 		$220K Buy
+2,139
New +$216K 0.05% 195

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Triangle Securities Wealth Management's CCI Position: Q4 2025 in Review

Triangle Securities Wealth Management sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,139 shares — an estimated $206K sold.

Triangle Securities Wealth Management first reported a position in CCI in Q2 2025 and held it in 2 quarters. The position peaked at $220K in Q2 2025. 1,028 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Triangle Securities Wealth Management reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,139 Crown Castle shares in Q4 2025, an estimated $206K.
  • Triangle Securities Wealth Management first reported a position in Crown Castle in Q2 2025 and held it in 2 quarters.
  • Triangle Securities Wealth Management's Crown Castle position peaked at $220K in Q2 2025.
  • 1,028 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.