WA
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Whipplewood Advisors’s Cohen & Steers CNS Stock Holding History

Whipplewood Advisors’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 		– Sell
-34
Closed -$2.13K – 719
2026
Q1 		$2.13K Buy
+34
New +$2.22K ﹤0.01% 763
2025
Q3 		– Sell
-34
Closed -$2.56K – 479
2025
Q2 		$2.56K Sell
34
-14
-29% -$1.08K ﹤0.01% 830
2025
Q1 		$2.73K Buy
48
+14
+41% +$1.19K ﹤0.01% 823
2024
Q4 		$3.14K Buy
+34
New +$3.36K ﹤0.01% 790

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

Whipplewood Advisors's CNS Position: Q2 2026 in Review

Whipplewood Advisors sold out of Cohen & Steers (CNS) in Q2 2026, closing a stake of 34 shares — an estimated $2.13K sold.

Whipplewood Advisors first reported a position in CNS in Q4 2024 and held it in 4 quarters. The position peaked at $3.14K in Q4 2024. 311 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Whipplewood Advisors reported no remaining Cohen & Steers position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 34 Cohen & Steers shares in Q2 2026, an estimated $2.13K.
  • Whipplewood Advisors first reported a position in Cohen & Steers in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Cohen & Steers position peaked at $3.14K in Q4 2024.
  • 311 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.