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Covestor’s Consensus Cloud Solutions CCSI Stock Holding History

Covestor’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 		$13K Sell
331
-3
-0.9% -$90 0.01% 1362
2026
Q1 		$8K Buy
334
+294
+735% +$7.56K 0.01% 1541
2025
Q4 		$1K Sell
40
-18
-31% -$443 ﹤0.01% 2002
2025
Q3 		$2K Buy
58
+53
+1,060% +$1.31K ﹤0.01% 1924
2025
Q2 		$0 Hold
5
– – ﹤0.01% 2241
2025
Q1 		$0 Hold
5
– – ﹤0.01% 2255
2024
Q4 		$0 Hold
5
– – ﹤0.01% 2265
2024
Q3 		$0 Hold
5
– – ﹤0.01% 2251
2024
Q2 		$0 Hold
5
– – ﹤0.01% 2263
2024
Q1 		$0 Sell
5
-54
-92% -$968 ﹤0.01% 2266
2023
Q4 		$2K Buy
59
+13
+28% +$305 ﹤0.01% 1832
2023
Q3 		$1K Buy
46
+13
+39% +$391 ﹤0.01% 1898
2023
Q2 		$1K Buy
33
+30
+1,000% +$1.06K ﹤0.01% 1913
2023
Q1 		$0 Hold
3
– – ﹤0.01% 2058
2022
Q4 		$0 Hold
3
– – ﹤0.01% 2097
2022
Q3 		$0 Hold
3
– – ﹤0.01% 2032
2022
Q2 		$0 Sell
3
-2
-40% -$99 ﹤0.01% 1944
2022
Q1 		$0 Buy
+5
New +$289 ﹤0.01% 2130

Other funds holding CCSI

JT
Jupiter Topco New York $245B AUM
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Covestor's CCSI Position: Q2 2026 in Review

Covestor reduced its Consensus Cloud Solutions (CCSI) stake by 0.9% in Q2 2026, selling an estimated $90 and leaving 331 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #1362.

Covestor first reported a position in CCSI in Q1 2022 and has held it in 18 quarters since. 168 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • Covestor held 331 shares of Consensus Cloud Solutions worth $13K as of Q2 2026.
  • Covestor sold 3 Consensus Cloud Solutions shares in Q2 2026, an estimated $90.
  • Consensus Cloud Solutions made up 0.01% of Covestor's portfolio in Q2 2026, its #1362 holding.
  • Covestor first reported a position in Consensus Cloud Solutions in Q1 2022 and has held it in 18 quarters since.
  • 168 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.