Caldwell Trust’s Cognizant CTSH Stock Holding History

Caldwell Trust’s Portfolio CTSH Stock Details CTSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$55.2K	Hold	900	–	–	﹤0.01%	480
2025 Q4	$74.7K	Hold	900	–	–	0.01%	427
2025 Q3	$60.4K	Hold	900	–	–	0.01%	446
2025 Q2	$70.2K	Hold	900	–	–	0.01%	417
2025 Q1	$68.8K	Hold	900	–	–	0.01%	413
2024 Q4	$69.2K	Hold	900	–	–	0.01%	423
2024 Q3	$69.5K	Hold	900	–	–	0.01%	423
2024 Q2	$61.2K	Hold	900	–	–	0.01%	432
2024 Q1	$66K	Sell	900 -115	-11%	-$8.79K	0.01%	426
2023 Q4	$76.7K	Sell	1,015 -88	-8%	-$6.08K	0.01%	397
2023 Q3	$74.7K	Hold	1,103	–	–	0.01%	382
2023 Q2	$72K	Buy	1,103 +203	+23%	+$12.6K	0.01%	399
2023 Q1	$54.8K	Hold	900	–	–	0.01%	425
2022 Q4	$51.5K	Hold	900	–	–	0.01%	422
2022 Q3	$51.7K	Hold	900	–	–	0.01%	423
2022 Q2	$60.7K	Hold	900	–	–	0.01%	419
2022 Q1	$80.7K	Hold	900	–	–	0.01%	391
2021 Q4	$79.8K	Hold	900	–	–	0.01%	401
2021 Q3	$66.8K	Hold	900	–	–	0.01%	410
2021 Q2	$62.3K	Hold	900	–	–	0.01%	421
2021 Q1	$70.3K	Sell	900 -100	-10%	-$7.73K	0.01%	390
2020 Q4	$82K	Buy	1,000 +100	+11%	+$7.61K	0.01%	358
2020 Q3	$62.5K	Hold	900	–	–	0.01%	384
2020 Q2	$51.1K	Hold	900	–	–	0.01%	406
2020 Q1	$41.8K	Sell	900 -162	-15%	-$9.65K	0.01%	437
2019 Q4	$65.9K	Buy	+1,062	New	+$65.6K	0.01%	418

Other funds holding CTSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Trust's CTSH Position: Q1 2026 in Review

Caldwell Trust held its Cognizant (CTSH) position steady in Q1 2026 at 900 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Caldwell Trust first reported a position in CTSH in Q4 2019 and has held it in 26 quarters since. The position peaked at $82K in Q4 2020. 986 funds tracked by Wall St. Rank hold CTSH as of Q1 2026.

Caldwell Trust held 900 shares of Cognizant worth $55.2K as of Q1 2026.
Caldwell Trust left its Cognizant share count unchanged in Q1 2026.
Cognizant made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #480 holding.
Caldwell Trust first reported a position in Cognizant in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's Cognizant position peaked at $82K in Q4 2020.
986 funds tracked by Wall St. Rank held Cognizant as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.