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Clearstead Advisors’s Consensus Cloud Solutions CCSI Stock Holding History

Clearstead Advisors’s Portfolio CCSI Stock Details CCSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14K Hold
366
– – ﹤0.01% 1892
2026
Q1 		$8.69K Sell
366
-3
-0.8% -$77 ﹤0.01% 1626
2025
Q4 		$8.05K Sell
369
-366
-50% -$9.01K ﹤0.01% 1930
2025
Q3 		$21.6K Sell
735
-45
-6% -$1.11K ﹤0.01% 1615
2025
Q2 		$18K Buy
780
+414
+113% +$8.92K ﹤0.01% 1666
2025
Q1 		$8.45K Hold
366
– – ﹤0.01% 1650
2024
Q4 		$8.73K Hold
366
– – ﹤0.01% 1608
2024
Q3 		$8.62K Hold
366
– – ﹤0.01% 1612
2024
Q2 		$6.29K Hold
366
– – ﹤0.01% 1648
2024
Q1 		$7.11K Hold
366
– – ﹤0.01% 1123
2023
Q4 		$9.59K Sell
366
-366
-50% -$8.59K ﹤0.01% 1068
2023
Q3 		$18.4K Buy
732
+366
+100% +$11K ﹤0.01% 1036
2023
Q2 		$11.3K Hold
366
– – ﹤0.01% 972
2023
Q1 		$12.5K Hold
366
– – ﹤0.01% 916
2022
Q4 		$19.7K Hold
366
– – ﹤0.01% 801
2022
Q3 		$17K Hold
366
– – ﹤0.01% 801
2022
Q2 		$16K Hold
366
– – ﹤0.01% 842
2022
Q1 		$22K Hold
366
– – ﹤0.01% 840
2021
Q4 		$21K Buy
+366
New +$22.3K ﹤0.01% 814

Other funds holding CCSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DA
Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearstead Advisors's CCSI Position: Q2 2026 in Review

Clearstead Advisors held its Consensus Cloud Solutions (CCSI) position steady in Q2 2026 at 366 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Clearstead Advisors first reported a position in CCSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $22K in Q1 2022. 67 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • Clearstead Advisors held 366 shares of Consensus Cloud Solutions worth $14K as of Q2 2026.
  • Clearstead Advisors left its Consensus Cloud Solutions share count unchanged in Q2 2026.
  • Consensus Cloud Solutions made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1892 holding.
  • Clearstead Advisors first reported a position in Consensus Cloud Solutions in Q4 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's Consensus Cloud Solutions position peaked at $22K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.