TPWA
CCI icon

Twin Peaks Wealth Advisors’s Crown Castle CCI Stock Holding History

Twin Peaks 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
2026
Q2 		– Sell
-137
Closed -$11.1K – 553
2026
Q1 		$11.1K Buy
+137
New +$11.8K ﹤0.01% 1001
2025
Q3 		– Sell
-260
Closed -$26.6K – 485
2025
Q2 		$26.6K Buy
+260
New +$26.3K 0.01% 502

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Twin Peaks Wealth Advisors's CCI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 137 shares — an estimated $11.1K sold.

Twin Peaks Wealth Advisors first reported a position in CCI in Q2 2025 and held it in 2 quarters. The position peaked at $26.6K in Q2 2025. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 137 Crown Castle shares in Q2 2026, an estimated $11.1K.
  • Twin Peaks Wealth Advisors first reported a position in Crown Castle in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Crown Castle position peaked at $26.6K in Q2 2025.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.