NewEdge Advisors’s Consensus Cloud Solutions CCSI Stock Holding History

NewEdge Advisors’s Portfolio CCSI Stock Details CCSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-260	Closed	-$6.17K	–	4211
2026 Q1	$6.17K	Buy	+260	New	+$6.68K	﹤0.01%	3529
2025 Q3	–	Sell	-599	Closed	-$13.8K	–	4121
2025 Q2	$13.8K	Buy	+599	New	+$12.9K	﹤0.01%	3085
2023 Q1	–	Sell	-81	Closed	-$4	–	3524
2022 Q4	$4	Buy	+81	New	+$4.41K	﹤0.01%	3828

Other funds holding CCSI

Jupiter Topco New York $245B AUM

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NewEdge Advisors's CCSI Position: Q2 2026 in Review

NewEdge Advisors sold out of Consensus Cloud Solutions (CCSI) in Q2 2026, closing a stake of 260 shares — an estimated $6.17K sold.

NewEdge Advisors first reported a position in CCSI in Q4 2022 and held it in 3 quarters. The position peaked at $13.8K in Q2 2025. 168 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

NewEdge Advisors reported no remaining Consensus Cloud Solutions position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 260 Consensus Cloud Solutions shares in Q2 2026, an estimated $6.17K.
NewEdge Advisors first reported a position in Consensus Cloud Solutions in Q4 2022 and held it in 3 quarters.
NewEdge Advisors's Consensus Cloud Solutions position peaked at $13.8K in Q2 2025.
168 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.