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Ritholtz Wealth Management’s Consensus Cloud Solutions CCSI Stock Holding History

Ritholtz Wealth 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 		$870K Sell
22,802
-1,765
-7% -$52.9K 0.01% 663
2026
Q1 		$583K Sell
24,567
-18,085
-42% -$465K 0.01% 736
2025
Q4 		$931K Sell
42,652
-17,401
-29% -$428K 0.02% 547
2025
Q3 		$1.76M Buy
60,053
+14,752
+33% +$366K 0.03% 367
2025
Q2 		$1.04M Buy
45,301
+6,618
+17% +$143K 0.02% 445
2025
Q1 		$893K Buy
+38,683
New +$995K 0.03% 431

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

Ritholtz Wealth Management's CCSI Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Consensus Cloud Solutions (CCSI) stake by 7.2% in Q2 2026, selling an estimated $52.9K and leaving 22,802 shares worth $870K. The position accounts for 0.01% of the portfolio, ranked #663.

Ritholtz Wealth Management first reported a position in CCSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.76M in Q3 2025. 169 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • Ritholtz Wealth Management held 22,802 shares of Consensus Cloud Solutions worth $870K as of Q2 2026.
  • Ritholtz Wealth Management sold 1,765 Consensus Cloud Solutions shares in Q2 2026, an estimated $52.9K.
  • Consensus Cloud Solutions made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #663 holding.
  • Ritholtz Wealth Management first reported a position in Consensus Cloud Solutions in Q1 2025 and has held it in 6 quarters since.
  • Ritholtz Wealth Management's Consensus Cloud Solutions position peaked at $1.76M in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.