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Cornerstone Planning Group’s Consensus Cloud Solutions CCSI Stock Holding History

Cornerstone Planning Group’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
2025
Q2 		– Sell
-26
Closed -$494 – 1553
2025
Q1 		$494 Hold
26
– – ﹤0.01% 1314
2024
Q4 		$700 Hold
26
– – ﹤0.01% 1047
2024
Q3 		$566 Hold
26
– – ﹤0.01% 1058
2024
Q2 		$500 Hold
26
– – ﹤0.01% 1078
2024
Q1 		$318 Hold
26
– – ﹤0.01% 986
2023
Q4 		$681 Hold
26
– – ﹤0.01% 752
2023
Q3 		$655 Hold
26
– – ﹤0.01% 862
2023
Q2 		$806 Buy
+26
New +$915 ﹤0.01% 1400
2022
Q4 		$1.47K Buy
+26
New +$1.42K ﹤0.01% 1272

Other funds holding CCSI

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cornerstone Planning Group's CCSI Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Consensus Cloud Solutions (CCSI) in Q2 2025, closing a stake of 26 shares — an estimated $494 sold.

Cornerstone Planning Group first reported a position in CCSI in Q4 2022 and held it in 9 quarters. The position peaked at $1.47K in Q4 2022. 159 funds tracked by Wall St. Rank hold CCSI as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Consensus Cloud Solutions position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 26 Consensus Cloud Solutions shares in Q2 2025, an estimated $494.
  • Cornerstone Planning Group first reported a position in Consensus Cloud Solutions in Q4 2022 and held it in 9 quarters.
  • Cornerstone Planning Group's Consensus Cloud Solutions position peaked at $1.47K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.