Wealth Enhancement Advisory Services
CCSI icon

Wealth Enhancement Advisory Services’s Consensus Cloud Solutions CCSI Stock Holding History

Wealth Enhancement Advisory Services’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 		$504K Buy
13,448
+521
+4% +$15.6K ﹤0.01% 2673
2026
Q1 		$310K Buy
12,927
+1,428
+12% +$36.7K ﹤0.01% 2739
2025
Q4 		$245K Buy
11,499
+473
+4% +$11.6K ﹤0.01% 3097
2025
Q3 		$293K Sell
11,026
-195
-2% -$4.83K ﹤0.01% 2816
2025
Q2 		$265K Sell
11,221
-3,778
-25% -$81.4K ﹤0.01% 2741
2025
Q1 		$346K Buy
14,999
+385
+3% +$9.91K ﹤0.01% 2331
2024
Q4 		$349K Buy
14,614
+4,346
+42% +$102K ﹤0.01% 2256
2024
Q3 		$242K Buy
+10,268
New +$214K ﹤0.01% 2327

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

Wealth Enhancement Advisory Services's CCSI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Consensus Cloud Solutions (CCSI) stake by 4% in Q2 2026, buying an estimated $15.6K and bringing the position to 13,448 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

Wealth Enhancement Advisory Services first reported a position in CCSI in Q3 2024 and has held it in 8 quarters since. 168 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,448 shares of Consensus Cloud Solutions worth $504K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 521 Consensus Cloud Solutions shares in Q2 2026, an estimated $15.6K.
  • Consensus Cloud Solutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2673 holding.
  • Wealth Enhancement Advisory Services first reported a position in Consensus Cloud Solutions in Q3 2024 and has held it in 8 quarters since.
  • 168 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.