Caldwell Trust
CTSH icon

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
Q3 		$61.7K Hold
1,075
– – ﹤0.01% 473
2026
Q2 		$41.6K Buy
1,075
+175
+19% +$9.22K ﹤0.01% 516
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% -$9.7K 0.01% 437
2019
Q4 		$65.9K Buy
+1,062
New +$65.6K 0.01% 418

Other funds holding CTSH

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Caldwell Trust's CTSH Position: Q3 2026 in Review

Caldwell Trust held its Cognizant (CTSH) position steady in Q3 2026 at 1,075 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Caldwell Trust first reported a position in CTSH in Q4 2019 and has held it in 28 quarters since. The position peaked at $82K in Q4 2020. 644 funds tracked by Wall St. Rank hold CTSH as of Q3 2026.

  • Caldwell Trust held 1,075 shares of Cognizant worth $61.7K as of Q3 2026.
  • Caldwell Trust left its Cognizant share count unchanged in Q3 2026.
  • Cognizant made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #473 holding.
  • Caldwell Trust first reported a position in Cognizant in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Cognizant position peaked at $82K in Q4 2020.
  • 644 funds tracked by Wall St. Rank held Cognizant as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.