Millstone Evans Group’s Cohen & Steers CNS Stock Holding History

Millstone Evans Group’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
2025 Q2	–	Sell	-60	Closed	-$4.82K	–	774
2025 Q1	$4.82K	Buy	+60	New	+$5.12K	﹤0.01%	608

Other funds holding CNS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Millstone Evans Group's CNS Position: Q2 2025 in Review

Millstone Evans Group sold out of Cohen & Steers (CNS) in Q2 2025, closing a stake of 60 shares — an estimated $4.82K sold.

Millstone Evans Group first reported a position in CNS in Q1 2025 and held it in 1 quarter. The position peaked at $4.82K in Q1 2025. 287 funds tracked by Wall St. Rank hold CNS as of Q2 2025.

Millstone Evans Group reported no remaining Cohen & Steers position as of Q2 2025 after selling out during the quarter.
Millstone Evans Group sold 60 Cohen & Steers shares in Q2 2025, an estimated $4.82K.
Millstone Evans Group first reported a position in Cohen & Steers in Q1 2025 and held it in 1 quarter.
Millstone Evans Group's Cohen & Steers position peaked at $4.82K in Q1 2025.
287 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2025.

Based on Millstone Evans Group's 13F filing for Q2 2025, filed 13 Aug 2025.