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WealthCollab’s Consensus Cloud Solutions CCSI Stock Holding History

WealthCollab’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 		$52K Buy
1,362
+110
+9% +$3.29K 0.02% 232
2026
Q1 		$29.7K Hold
1,252
– – 0.01% 285
2025
Q4 		$27.3K Sell
1,252
-173
-12% -$4.26K 0.01% 317
2025
Q3 		$41.9K Buy
1,425
+124
+10% +$3.07K 0.02% 223
2025
Q2 		$30K Buy
1,301
+336
+35% +$7.24K 0.02% 259
2025
Q1 		$22.3K Buy
965
+24
+3% +$618 0.01% 295
2024
Q4 		$22.5K Buy
941
+70
+8% +$1.64K 0.01% 287
2024
Q3 		$20.5K Sell
871
-176
-17% -$3.67K 0.01% 306
2024
Q2 		$18K Buy
1,047
+557
+114% +$9.01K 0.01% 309
2024
Q1 		$7.77K Buy
490
+482
+6,025% +$8.64K 0.01% 486
2023
Q4 		$210 Buy
+8
New +$188 ﹤0.01% 871

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

WealthCollab's CCSI Position: Q2 2026 in Review

WealthCollab increased its Consensus Cloud Solutions (CCSI) stake by 8.8% in Q2 2026, buying an estimated $3.29K and bringing the position to 1,362 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #232.

WealthCollab first reported a position in CCSI in Q4 2023 and has held it in 11 quarters since. 168 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • WealthCollab held 1,362 shares of Consensus Cloud Solutions worth $52K as of Q2 2026.
  • WealthCollab bought 110 Consensus Cloud Solutions shares in Q2 2026, an estimated $3.29K.
  • Consensus Cloud Solutions made up 0.02% of WealthCollab's portfolio in Q2 2026, its #232 holding.
  • WealthCollab first reported a position in Consensus Cloud Solutions in Q4 2023 and has held it in 11 quarters since.
  • 168 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.