MPWM Advisory Solutions’s Cohen & Steers CNS Stock Holding History

MPWM Advisory Solutions’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	-8	Closed	-$642	–	579
2025 Q1	$642	Hold	8	–	–	﹤0.01%	598
2024 Q4	$739	Buy	+8	New	+$791	﹤0.01%	591

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

MPWM Advisory Solutions's CNS Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Cohen & Steers (CNS) in Q2 2025, closing a stake of 8 shares — an estimated $642 sold.

MPWM Advisory Solutions first reported a position in CNS in Q4 2024 and held it in 2 quarters. The position peaked at $739 in Q4 2024. 287 funds tracked by Wall St. Rank hold CNS as of Q2 2025.

MPWM Advisory Solutions reported no remaining Cohen & Steers position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 8 Cohen & Steers shares in Q2 2025, an estimated $642.
MPWM Advisory Solutions first reported a position in Cohen & Steers in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's Cohen & Steers position peaked at $739 in Q4 2024.
287 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.