IFWM
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Institute for Wealth Management’s Cognizant CTSH Stock Holding History

Institute for Wealth Management’s Portfolio CTSH Stock Details CTSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Sell
4,041
-649
-14% -$34.2K 0.01% 573
2026
Q1 		$288K Sell
4,690
-60
-1% -$4.29K 0.03% 435
2025
Q4 		$394K Sell
4,750
-210
-4% -$15.7K 0.04% 361
2025
Q3 		$333K Buy
+4,960
New +$359K 0.03% 427

Other funds holding CTSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Institute for Wealth Management's CTSH Position: Q2 2026 in Review

Institute for Wealth Management reduced its Cognizant (CTSH) stake by 14% in Q2 2026, selling an estimated $34.2K and leaving 4,041 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #573.

Institute for Wealth Management first reported a position in CTSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $394K in Q4 2025. 912 funds tracked by Wall St. Rank hold CTSH as of Q2 2026.

  • Institute for Wealth Management held 4,041 shares of Cognizant worth $157K as of Q2 2026.
  • Institute for Wealth Management sold 649 Cognizant shares in Q2 2026, an estimated $34.2K.
  • Cognizant made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #573 holding.
  • Institute for Wealth Management first reported a position in Cognizant in Q3 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's Cognizant position peaked at $394K in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Cognizant as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.