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True Wealth Design’s Consensus Cloud Solutions CCSI Stock Holding History

True Wealth Design’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 		$1.34K Sell
35
-1
-3% -$30 ﹤0.01% 1873
2026
Q1 		$855 Sell
36
-15
-29% -$386 ﹤0.01% 1864
2025
Q4 		$1.11K Buy
51
+17
+50% +$419 ﹤0.01% 1668
2025
Q3 		$999 Sell
34
-52
-60% -$1.29K ﹤0.01% 1745
2025
Q2 		$1.98K Sell
86
-354
-80% -$7.63K ﹤0.01% 1190
2025
Q1 		$10.2K Sell
440
-1
-0.2% -$26 ﹤0.01% 470
2024
Q4 		$10.5K Sell
441
-47
-10% -$1.1K ﹤0.01% 415
2024
Q3 		$11.5K Buy
+488
New +$10.2K ﹤0.01% 399

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

True Wealth Design's CCSI Position: Q2 2026 in Review

True Wealth Design reduced its Consensus Cloud Solutions (CCSI) stake by 2.8% in Q2 2026, selling an estimated $30 and leaving 35 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

True Wealth Design first reported a position in CCSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.5K in Q3 2024. 169 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • True Wealth Design held 35 shares of Consensus Cloud Solutions worth $1.34K as of Q2 2026.
  • True Wealth Design sold 1 Consensus Cloud Solutions share in Q2 2026, an estimated $30.
  • Consensus Cloud Solutions made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1873 holding.
  • True Wealth Design first reported a position in Consensus Cloud Solutions in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Consensus Cloud Solutions position peaked at $11.5K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.