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True Wealth Design’s Crown Castle CCI Stock Holding History

True Wealth Design’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 		$7.8K Buy
103
+101
+5,050% +$8.87K ﹤0.01% 1163
2026
Q1 		$163 Sell
2
-20
-91% -$1.72K ﹤0.01% 2374
2025
Q4 		$1.96K Sell
22
-37
-63% -$3.4K ﹤0.01% 1462
2025
Q3 		$5.7K Buy
59
+11
+23% +$1.11K ﹤0.01% 1029
2025
Q2 		$4.94K Buy
48
+24
+100% +$2.43K ﹤0.01% 806
2025
Q1 		$2.51K Buy
24
+17
+243% +$1.59K ﹤0.01% 929
2024
Q4 		$645 Buy
+7
New +$732 ﹤0.01% 1048
2024
Q1 		– Sell
-1,293
Closed -$149K – 794
2023
Q4 		$149K Buy
1,293
+6
+0.5% +$615 0.04% 122
2023
Q3 		$118K Buy
1,287
+5
+0.4% +$518 0.04% 125
2023
Q2 		$146K Buy
1,282
+5
+0.4% +$595 0.05% 119
2023
Q1 		$171K Buy
1,277
+124
+11% +$17.1K 0.07% 120
2022
Q4 		$156K Buy
+1,153
New +$156K 0.07% 112

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

True Wealth Design's CCI Position: Q2 2026 in Review

True Wealth Design increased its Crown Castle (CCI) stake by 5,050% in Q2 2026, buying an estimated $8.87K and bringing the position to 103 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

True Wealth Design first reported a position in CCI in Q4 2022 and has held it in 12 quarters since. The position peaked at $171K in Q1 2023. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • True Wealth Design held 103 shares of Crown Castle worth $7.8K as of Q2 2026.
  • True Wealth Design bought 101 Crown Castle shares in Q2 2026, an estimated $8.87K.
  • Crown Castle made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1163 holding.
  • True Wealth Design first reported a position in Crown Castle in Q4 2022 and has held it in 12 quarters since.
  • True Wealth Design's Crown Castle position peaked at $171K in Q1 2023.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.