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Private Wealth Asset Management’s Consensus Cloud Solutions CCSI Stock Holding History

Private Wealth Asset Management’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
-700
Closed -$16.6K – 938
2026
Q1 		$16.6K Hold
700
– – ﹤0.01% 600
2025
Q4 		$15.3K Hold
700
– – ﹤0.01% 596
2025
Q3 		$20.6K Hold
700
– – ﹤0.01% 522
2025
Q2 		$16.1K Sell
700
-34
-5% -$732 ﹤0.01% 575
2025
Q1 		$16.9K Buy
+734
New +$18.9K ﹤0.01% 540

Other funds holding CCSI

JT
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Wealth Asset Management's CCSI Position: Q2 2026 in Review

Private Wealth Asset Management sold out of Consensus Cloud Solutions (CCSI) in Q2 2026, closing a stake of 700 shares — an estimated $16.6K sold.

Private Wealth Asset Management first reported a position in CCSI in Q1 2025 and held it in 5 quarters. The position peaked at $20.6K in Q3 2025. 169 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • Private Wealth Asset Management reported no remaining Consensus Cloud Solutions position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 700 Consensus Cloud Solutions shares in Q2 2026, an estimated $16.6K.
  • Private Wealth Asset Management first reported a position in Consensus Cloud Solutions in Q1 2025 and held it in 5 quarters.
  • Private Wealth Asset Management's Consensus Cloud Solutions position peaked at $20.6K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.