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Cornerstone Planning Group’s Global Water Resources GWRS Stock Holding History

Cornerstone Planning Group’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-160
Closed -$1.37K – 1858
2025
Q4 		$1.37K Buy
+160
New +$1.5K ﹤0.01% 1278
2024
Q4 		– Sell
-68
Closed -$844 – 1444
2024
Q3 		$844 Hold
68
– – ﹤0.01% 972
2024
Q2 		$804 Buy
+68
New +$848 ﹤0.01% 990

Other funds holding GWRS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cornerstone Planning Group's GWRS Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Global Water Resources (GWRS) in Q1 2026, closing a stake of 160 shares — an estimated $1.37K sold.

Cornerstone Planning Group first reported a position in GWRS in Q2 2024 and held it in 3 quarters. The position peaked at $1.37K in Q4 2025. 98 funds tracked by Wall St. Rank hold GWRS as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Global Water Resources position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 160 Global Water Resources shares in Q1 2026, an estimated $1.37K.
  • Cornerstone Planning Group first reported a position in Global Water Resources in Q2 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's Global Water Resources position peaked at $1.37K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Global Water Resources as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.