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Walled Lake Planning & Wealth Management’s Cognizant CTSH Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio CTSH Stock Details CTSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.15M Sell
55,431
-1,512
-3% -$79.6K 0.54% 38
2026
Q1 		$3.49M Buy
56,943
+1,193
+2% +$85.4K 1.03% 22
2025
Q4 		$4.63M Buy
55,750
+239
+0.4% +$17.9K 1.46% 21
2025
Q3 		$3.72M Sell
55,511
-2,203
-4% -$159K 1.22% 21
2025
Q2 		$4.5M Buy
57,714
+189
+0.3% +$14.5K 1.47% 21
2025
Q1 		$4.4M Sell
57,525
-461
-0.8% -$37.5K 1.56% 20
2024
Q4 		$4.46M Buy
57,986
+864
+2% +$67.6K 1.66% 20
2024
Q3 		$4.41M Buy
57,122
+272
+0.5% +$20.3K 1.66% 19
2024
Q2 		$3.87M Buy
56,850
+50,684
+822% +$3.44M 1.58% 21
2024
Q1 		$452K Buy
6,166
+16
+0.3% +$1.22K 0.19% 62
2023
Q4 		$465K Buy
6,150
+16
+0.3% +$1.1K 0.22% 49
2023
Q3 		$416K Buy
6,134
+16
+0.3% +$1.1K 0.21% 48
2023
Q2 		$399K Buy
6,118
+19
+0.3% +$1.18K 0.19% 49
2023
Q1 		$372K Buy
6,099
+18
+0.3% +$1.13K 0.19% 53
2022
Q4 		$348K Buy
6,081
+17
+0.3% +$997 0.24% 38
2022
Q3 		$348K Buy
6,064
+16
+0.3% +$1.05K 0.24% 46
2022
Q2 		$408K Buy
6,048
+15
+0.2% +$1.15K 0.28% 43
2022
Q1 		$541K Buy
6,033
+12
+0.2% +$1.05K 0.32% 42
2021
Q4 		$534K Sell
6,021
-251
-4% -$20.2K 0.31% 45
2021
Q3 		$465K Sell
6,272
-1
-0% -$74 0.29% 47
2021
Q2 		$434K Hold
6,273
– – 0.28% 45
2021
Q1 		$490K Hold
6,273
– – 0.34% 41
2020
Q4 		$514K Hold
6,273
– – 0.39% 40
2020
Q3 		$435K Hold
6,273
– – 0.35% 39
2020
Q2 		$356K Hold
6,273
– – 0.3% 40
2020
Q1 		$292K Hold
6,273
– – 0.27% 41
2019
Q4 		$389K Buy
+6,273
New +$388K 0.28% 40

Other funds holding CTSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Walled Lake Planning & Wealth Management's CTSH Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its Cognizant (CTSH) stake by 2.7% in Q2 2026, selling an estimated $79.6K and leaving 55,431 shares worth $2.15M. The position accounts for 0.54% of the portfolio, ranked #38.

Walled Lake Planning & Wealth Management first reported a position in CTSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.63M in Q4 2025. 910 funds tracked by Wall St. Rank hold CTSH as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 55,431 shares of Cognizant worth $2.15M as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 1,512 Cognizant shares in Q2 2026, an estimated $79.6K.
  • Cognizant made up 0.54% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Cognizant in Q4 2019 and has held it in 27 quarters since.
  • Walled Lake Planning & Wealth Management's Cognizant position peaked at $4.63M in Q4 2025.
  • 910 funds tracked by Wall St. Rank held Cognizant as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.