Physician Wealth Advisors’s Cohen & Steers CNS Stock Holding History

Physician Wealth Advisors’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
2026 Q2	$610	Hold	8	–	–	﹤0.01%	2015
2026 Q1	$501	Buy	+8	New	+$522	﹤0.01%	1931

Other funds holding CNS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Physician Wealth Advisors's CNS Position: Q2 2026 in Review

Physician Wealth Advisors held its Cohen & Steers (CNS) position steady in Q2 2026 at 8 shares worth $610. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Physician Wealth Advisors first reported a position in CNS in Q1 2026 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

Physician Wealth Advisors held 8 shares of Cohen & Steers worth $610 as of Q2 2026.
Physician Wealth Advisors left its Cohen & Steers share count unchanged in Q2 2026.
Cohen & Steers made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2015 holding.
Physician Wealth Advisors first reported a position in Cohen & Steers in Q1 2026 and has held it in 2 quarters since.
311 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.