EWA
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EverSource Wealth Advisors’s Cohen & Steers CNS Stock Holding History

EverSource Wealth 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 		$60.5K Buy
794
+184
+30% +$13K ﹤0.01% 1653
2026
Q1 		$38.2K Buy
610
+287
+89% +$18.7K ﹤0.01% 2085
2025
Q4 		$20.3K Buy
323
+157
+95% +$10.2K ﹤0.01% 2378
2025
Q3 		$10.9K Sell
166
-23
-12% -$1.69K ﹤0.01% 2780
2025
Q2 		$14.2K Buy
189
+95
+101% +$7.3K ﹤0.01% 2566
2025
Q1 		$7.54K Buy
94
+37
+65% +$3.16K ﹤0.01% 2276
2024
Q4 		$5.26K Buy
57
+46
+418% +$4.55K ﹤0.01% 2321
2024
Q3 		$1.06K Buy
11
+5
+83% +$425 ﹤0.01% 2716
2024
Q2 		$515 Buy
+6
New +$427 ﹤0.01% 2885
2024
Q1 		– Sell
-30
Closed -$2.27K – 2913
2023
Q4 		$2.27K Buy
+30
New +$1.8K ﹤0.01% 2132
2023
Q3 		– Sell
-17
Closed -$986 – 2533
2023
Q2 		$986 Buy
+17
New +$993 ﹤0.01% 2237

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

EverSource Wealth Advisors's CNS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Cohen & Steers (CNS) stake by 30% in Q2 2026, buying an estimated $13K and bringing the position to 794 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

EverSource Wealth Advisors first reported a position in CNS in Q2 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • EverSource Wealth Advisors held 794 shares of Cohen & Steers worth $60.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 184 Cohen & Steers shares in Q2 2026, an estimated $13K.
  • Cohen & Steers made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1653 holding.
  • EverSource Wealth Advisors first reported a position in Cohen & Steers in Q2 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.