DWS
CNS icon

Dynamic Wealth Strategies’s Cohen & Steers CNS Stock Holding History

Dynamic Wealth Strategies’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 		– Sell
-100
Closed -$6.25K – 292
2026
Q1 		$6.25K Sell
100
-58
-37% -$3.78K ﹤0.01% 250
2025
Q4 		$9.92K Buy
158
+37
+31% +$2.41K 0.01% 215
2025
Q3 		$7.94K Hold
121
– – 0.01% 212
2025
Q2 		$9.12K Sell
121
-114
-49% -$8.76K 0.01% 201
2025
Q1 		$18.9K Buy
+235
New +$20K 0.02% 176
2024
Q4 		– Sell
-375
Closed -$36K – 98
2024
Q3 		$36K Buy
375
+185
+97% +$15.7K 0.03% 147
2024
Q2 		$14K Hold
190
– – 0.01% 181
2024
Q1 		$15K Sell
190
-131
-41% -$9.35K 0.01% 179
2023
Q4 		$24.3K Buy
+321
New +$19.3K 0.02% 149

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

Dynamic Wealth Strategies's CNS Position: Q2 2026 in Review

Dynamic Wealth Strategies sold out of Cohen & Steers (CNS) in Q2 2026, closing a stake of 100 shares — an estimated $6.25K sold.

Dynamic Wealth Strategies first reported a position in CNS in Q4 2023 and held it in 9 quarters. The position peaked at $36K in Q3 2024. 311 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Dynamic Wealth Strategies reported no remaining Cohen & Steers position as of Q2 2026 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 100 Cohen & Steers shares in Q2 2026, an estimated $6.25K.
  • Dynamic Wealth Strategies first reported a position in Cohen & Steers in Q4 2023 and held it in 9 quarters.
  • Dynamic Wealth Strategies's Cohen & Steers position peaked at $36K in Q3 2024.
  • 311 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.