Cornerstone Planning Group’s Datavault AI DVLT Stock Holding History

Cornerstone Planning Group’s Portfolio DVLT Stock Details DVLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6	Closed	-$713	–	1865
2025 Q3	$713	Buy	+6	New	+$3	﹤0.01%	1401

Other funds holding DVLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Planning Group's DVLT Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Datavault AI (DVLT) in Q4 2025, closing a stake of 6 shares — an estimated $713 sold.

Cornerstone Planning Group first reported a position in DVLT in Q3 2025 and held it in 1 quarter. The position peaked at $713 in Q3 2025. 77 funds tracked by Wall St. Rank hold DVLT as of Q4 2025.

Cornerstone Planning Group reported no remaining Datavault AI position as of Q4 2025 after selling out during the quarter.
Cornerstone Planning Group sold 6 Datavault AI shares in Q4 2025, an estimated $713.
Cornerstone Planning Group first reported a position in Datavault AI in Q3 2025 and held it in 1 quarter.
Cornerstone Planning Group's Datavault AI position peaked at $713 in Q3 2025.
77 funds tracked by Wall St. Rank held Datavault AI as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.