Kensington Investment Counsel’s Cognizant CTSH Stock Holding History

Kensington Investment Counsel’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 Q1	$246K	Sell	4,008 -389	-9%	-$27.8K	0.12%	83
2025 Q4	$365K	Hold	4,397	–	–	0.15%	93
2025 Q3	$295K	Hold	4,397	–	–	0.12%	90
2025 Q2	$343K	Hold	4,397	–	–	0.15%	84
2025 Q1	$336K	Sell	4,397 -71	-2%	-$5.78K	0.15%	84
2024 Q4	$344K	Sell	4,468 -2,686	-38%	-$210K	0.14%	88
2024 Q3	$552K	Sell	7,154 -33	-0.5%	-$2.46K	0.23%	83
2024 Q2	$489K	Buy	7,187 +26	+0.4%	+$1.76K	0.22%	87
2024 Q1	$525K	Hold	7,161	–	–	0.24%	85
2023 Q4	$541K	Sell	7,161 -1,426	-17%	-$98.5K	0.28%	81
2023 Q3	$582K	Sell	8,587 -215	-2%	-$14.8K	0.36%	75
2023 Q2	$575K	Hold	8,802	–	–	0.36%	77
2023 Q1	$536K	Hold	8,802	–	–	0.4%	72
2022 Q4	$503K	Hold	8,802	–	–	0.4%	71
2022 Q3	$506K	Hold	8,802	–	–	0.43%	72
2022 Q2	$594K	Sell	8,802 -706	-7%	-$54K	0.51%	71
2022 Q1	$853K	Buy	9,508 +97	+1%	+$8.52K	0.56%	74
2021 Q4	$835K	Buy	+9,411	New	+$757K	0.49%	78
2021 Q2	$683K	Buy	9,856 +290	+3%	+$21.6K	0.47%	78
2021 Q1	$747K	Buy	9,566 +160	+2%	+$12.4K	0.56%	76
2020 Q4	$771K	Buy	+9,406	New	+$716K	0.64%	71

Other funds holding CTSH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kensington Investment Counsel's CTSH Position: Q1 2026 in Review

Kensington Investment Counsel reduced its Cognizant (CTSH) stake by 8.8% in Q1 2026, selling an estimated $27.8K and leaving 4,008 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #83.

Kensington Investment Counsel first reported a position in CTSH in Q4 2020 and has held it in 21 quarters since. The position peaked at $853K in Q1 2022. 986 funds tracked by Wall St. Rank hold CTSH as of Q1 2026.

Kensington Investment Counsel held 4,008 shares of Cognizant worth $246K as of Q1 2026.
Kensington Investment Counsel sold 389 Cognizant shares in Q1 2026, an estimated $27.8K.
Cognizant made up 0.12% of Kensington Investment Counsel's portfolio in Q1 2026, its #83 holding.
Kensington Investment Counsel first reported a position in Cognizant in Q4 2020 and has held it in 21 quarters since.
Kensington Investment Counsel's Cognizant position peaked at $853K in Q1 2022.
986 funds tracked by Wall St. Rank held Cognizant as of Q1 2026.

Based on Kensington Investment Counsel's 13F filing for Q1 2026, filed 19 May 2026.