Whipplewood Advisors’s Crown Castle CCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.74K Sell
23
-56
-71% -$4.92K ﹤0.01% 454
2026
Q1
$6.42K Buy
79
+77
+3,850% +$6.63K ﹤0.01% 567
2025
Q4
$178 Buy
+2
New +$184 ﹤0.01% 495
2025
Q3
Sell
-92
Closed -$9.45K 437
2025
Q2
$9.45K Buy
92
+79
+608% +$8K 0.01% 575
2025
Q1
$10.7K Sell
13
-121
-90% -$11.3K 0.01% 552
2024
Q4
$12.2K Buy
+134
New +$14K 0.01% 527

Other funds holding CCI

Whipplewood Advisors's CCI Position: Q2 2026 in Review

Whipplewood Advisors reduced its Crown Castle (CCI) stake by 71% in Q2 2026, selling an estimated $4.92K and leaving 23 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Whipplewood Advisors first reported a position in CCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.2K in Q4 2024. 929 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Whipplewood Advisors held 23 shares of Crown Castle worth $1.74K as of Q2 2026.
  • Whipplewood Advisors sold 56 Crown Castle shares in Q2 2026, an estimated $4.92K.
  • Crown Castle made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #454 holding.
  • Whipplewood Advisors first reported a position in Crown Castle in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Crown Castle position peaked at $12.2K in Q4 2024.
  • 929 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.