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Turtle Creek Wealth Advisors’s Crown Castle CCI Stock Holding History

Turtle Creek Wealth Advisors’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
-2,880
Closed -$278K – 392
2025
Q3 		$278K Sell
2,880
-545
-16% -$55.2K 0.02% 291
2025
Q2 		$352K Buy
+3,425
New +$347K 0.04% 201
2024
Q1 		– Sell
-470
Closed -$54.1K – 297
2023
Q4 		$54.1K Buy
+470
New +$48.1K 0.02% 262

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

Turtle Creek Wealth Advisors's CCI Position: Q4 2025 in Review

Turtle Creek Wealth Advisors sold out of Crown Castle (CCI) in Q4 2025, closing a stake of 2,880 shares — an estimated $278K sold.

Turtle Creek Wealth Advisors first reported a position in CCI in Q4 2023 and held it in 3 quarters. The position peaked at $352K in Q2 2025. 1,029 funds tracked by Wall St. Rank hold CCI as of Q4 2025.

  • Turtle Creek Wealth Advisors reported no remaining Crown Castle position as of Q4 2025 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 2,880 Crown Castle shares in Q4 2025, an estimated $278K.
  • Turtle Creek Wealth Advisors first reported a position in Crown Castle in Q4 2023 and held it in 3 quarters.
  • Turtle Creek Wealth Advisors's Crown Castle position peaked at $352K in Q2 2025.
  • 1,029 funds tracked by Wall St. Rank held Crown Castle as of Q4 2025.

Based on Turtle Creek Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.