CA
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Clearstead Advisors’s Cohen & Steers CNS Stock Holding History

Clearstead Advisors’s Portfolio CNS Stock Details CNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.3K Buy
963
+63
+7% +$4.46K ﹤0.01% 1377
2026
Q1 		$56.3K Hold
900
– – ﹤0.01% 1253
2025
Q4 		$56.5K Hold
900
– – ﹤0.01% 1351
2025
Q3 		$59K Sell
900
-197
-18% -$14.4K ﹤0.01% 1228
2025
Q2 		$82.7K Buy
1,097
+900
+457% +$69.2K ﹤0.01% 1119
2025
Q1 		$15.8K Sell
197
-435
-69% -$37.1K ﹤0.01% 1485
2024
Q4 		$58.4K Hold
632
– – ﹤0.01% 1132
2024
Q3 		$60.6K Sell
632
-116
-16% -$9.87K ﹤0.01% 1160
2024
Q2 		$54.3K Buy
+748
New +$53.2K ﹤0.01% 1143
2023
Q4 		– Sell
-27
Closed -$1.69K – 1535
2023
Q3 		$1.69K Buy
+27
New +$1.71K ﹤0.01% 1274
2022
Q2 		– Sell
-155
Closed -$13K – 1306
2022
Q1 		$13K Buy
+155
New +$12.8K ﹤0.01% 946
2021
Q4 		– Sell
-258
Closed -$22K – 1301
2021
Q3 		$22K Buy
+258
New +$21.9K ﹤0.01% 783
2021
Q1 		– Sell
-155
Closed -$12K – 1127
2020
Q4 		$12K Hold
155
– – ﹤0.01% 692
2020
Q3 		$9K Hold
155
– – ﹤0.01% 674
2020
Q2 		$11K Hold
155
– – ﹤0.01% 590
2020
Q1 		$7K Buy
+155
New +$9.8K ﹤0.01% 604

Other funds holding CNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's CNS Position: Q2 2026 in Review

Clearstead Advisors increased its Cohen & Steers (CNS) stake by 7% in Q2 2026, buying an estimated $4.46K and bringing the position to 963 shares worth $73.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Clearstead Advisors first reported a position in CNS in Q1 2020 and has held it in 16 quarters since. The position peaked at $82.7K in Q2 2025. 311 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Clearstead Advisors held 963 shares of Cohen & Steers worth $73.3K as of Q2 2026.
  • Clearstead Advisors bought 63 Cohen & Steers shares in Q2 2026, an estimated $4.46K.
  • Cohen & Steers made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1377 holding.
  • Clearstead Advisors first reported a position in Cohen & Steers in Q1 2020 and has held it in 16 quarters since.
  • Clearstead Advisors's Cohen & Steers position peaked at $82.7K in Q2 2025.
  • 311 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

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