Cornerstone Planning Group
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Cornerstone Planning Group’s Elbit Systems ESLT Stock Holding History

Cornerstone Planning Group’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4
Closed -$3.17K – 638
2026
Q2 		$3.17K Hold
4
– – ﹤0.01% 1207
2026
Q1 		$3.41K Hold
4
– – ﹤0.01% 1184
2025
Q4 		$2.92K Buy
4
+3
+300% +$1.5K ﹤0.01% 1111
2025
Q3 		$472 Hold
1
– – ﹤0.01% 1493
2025
Q2 		$484 Buy
+1
New +$406 ﹤0.01% 1309

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Chicago Capital
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Henry James International Management
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Cardinal Capital Management Inc (North Carolina)
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GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Diversify Advisory Services
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Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cornerstone Planning Group's ESLT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Elbit Systems (ESLT) in Q3 2026, closing a stake of 4 shares — an estimated $3.17K sold.

Cornerstone Planning Group first reported a position in ESLT in Q2 2025 and held it in 5 quarters. The position peaked at $3.41K in Q1 2026. 55 funds tracked by Wall St. Rank hold ESLT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Elbit Systems position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 4 Elbit Systems shares in Q3 2026, an estimated $3.17K.
  • Cornerstone Planning Group first reported a position in Elbit Systems in Q2 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's Elbit Systems position peaked at $3.41K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Elbit Systems as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.