Carolinas Wealth Consulting’s CTS Corp CTS Stock Holding History

Carolinas Wealth Consulting’s Portfolio CTS Stock Details CTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-46	Closed	-$1.91K	–	201
2025 Q1	$1.91K	Hold	46	–	–	﹤0.01%	810
2024 Q4	$2.43K	Buy	+46	New	+$2.41K	﹤0.01%	784
2024 Q3	–	Sell	-51	Closed	-$2.58K	–	1061
2024 Q2	$2.58K	Sell	51 -8	-14%	-$395	﹤0.01%	752
2024 Q1	$2.76K	Hold	59	–	–	﹤0.01%	743
2023 Q4	$2.58K	Sell	59 -4	-6%	-$161	﹤0.01%	713
2023 Q3	$2.36K	Sell	63 -2	-3%	-$86	﹤0.01%	723
2023 Q2	$2.77K	Sell	65 -9	-12%	-$396	﹤0.01%	770
2023 Q1	$3.66K	Buy	74 +19	+35%	+$850	﹤0.01%	736
2022 Q4	$2.17K	Hold	55	–	–	﹤0.01%	798
2022 Q3	$2K	Buy	+55	New	+$2.21K	﹤0.01%	755

Other funds holding CTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carolinas Wealth Consulting's CTS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of CTS Corp (CTS) in Q2 2025, closing a stake of 46 shares — an estimated $1.91K sold.

Carolinas Wealth Consulting first reported a position in CTS in Q3 2022 and held it in 10 quarters. The position peaked at $3.66K in Q1 2023. 224 funds tracked by Wall St. Rank hold CTS as of Q2 2025.

Carolinas Wealth Consulting reported no remaining CTS Corp position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 46 CTS Corp shares in Q2 2025, an estimated $1.91K.
Carolinas Wealth Consulting first reported a position in CTS Corp in Q3 2022 and held it in 10 quarters.
Carolinas Wealth Consulting's CTS Corp position peaked at $3.66K in Q1 2023.
224 funds tracked by Wall St. Rank held CTS Corp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.