TWD
CNS icon

True Wealth Design’s Cohen & Steers CNS Stock Holding History

True Wealth Design’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 		$5.94K Buy
78
+42
+117% +$2.97K ﹤0.01% 1264
2026
Q1 		$2.25K Buy
36
+2
+6% +$130 ﹤0.01% 1492
2025
Q4 		$2.13K Buy
+34
New +$2.21K ﹤0.01% 1427
2025
Q3 		– Sell
-1
Closed -$76 – 2748
2025
Q2 		$76 Hold
1
– – ﹤0.01% 2304
2025
Q1 		$81 Buy
+1
New +$85 ﹤0.01% 2263

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

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

True Wealth Design increased its Cohen & Steers (CNS) stake by 117% in Q2 2026, buying an estimated $2.97K and bringing the position to 78 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

True Wealth Design first reported a position in CNS in Q1 2025 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • True Wealth Design held 78 shares of Cohen & Steers worth $5.94K as of Q2 2026.
  • True Wealth Design bought 42 Cohen & Steers shares in Q2 2026, an estimated $2.97K.
  • Cohen & Steers made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1264 holding.
  • True Wealth Design first reported a position in Cohen & Steers in Q1 2025 and has held it in 5 quarters since.
  • 311 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

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