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 Q3	$1.22K	Hold	35	–	–	﹤0.01%	1872
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

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

True Wealth Design's CCSI Position: Q3 2026 in Review

True Wealth Design held its Consensus Cloud Solutions (CCSI) position steady in Q3 2026 at 35 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

True Wealth Design first reported a position in CCSI in Q3 2024 and has held it in 9 quarters since. The position peaked at $11.5K in Q3 2024. 11 funds tracked by Wall St. Rank hold CCSI as of Q3 2026.

True Wealth Design held 35 shares of Consensus Cloud Solutions worth $1.22K as of Q3 2026.
True Wealth Design left its Consensus Cloud Solutions share count unchanged in Q3 2026.
Consensus Cloud Solutions made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1872 holding.
True Wealth Design first reported a position in Consensus Cloud Solutions in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Consensus Cloud Solutions position peaked at $11.5K in Q3 2024.
11 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.