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Retirement Wealth Solutions’s Cohen & Steers CNS Stock Holding History

Retirement Wealth 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
2026
Q2 		$13.4K Buy
176
+1
+0.6% +$71 0.01% 199
2026
Q1 		$11K Hold
175
– – 0.01% 202
2025
Q4 		$11K Sell
175
-14
-7% -$911 0.01% 217
2025
Q3 		$12.4K Sell
189
-12
-6% -$879 0.01% 203
2025
Q2 		$15.2K Hold
201
– – 0.01% 181
2025
Q1 		$16.1K Buy
201
+1
+0.5% +$85 0.01% 158
2024
Q4 		$17.2K Buy
+200
New +$19.8K 0.01% 160

Other funds holding CNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Wealth Solutions's CNS Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Cohen & Steers (CNS) stake by 0.57% in Q2 2026, buying an estimated $71 and bringing the position to 176 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #199.

Retirement Wealth Solutions first reported a position in CNS in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.2K in Q4 2024. 312 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Retirement Wealth Solutions held 176 shares of Cohen & Steers worth $13.4K as of Q2 2026.
  • Retirement Wealth Solutions bought 1 Cohen & Steers share in Q2 2026, an estimated $71.
  • Cohen & Steers made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #199 holding.
  • Retirement Wealth Solutions first reported a position in Cohen & Steers in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Cohen & Steers position peaked at $17.2K in Q4 2024.
  • 312 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.