Cornerstone Planning Group
IRMD icon

Cornerstone Planning Group’s iRadimed IRMD Stock Holding History

Cornerstone Planning Group’s Portfolio IRMD Stock Details IRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-155
Closed -$14.6K – 925
2026
Q2 		$14.6K Buy
155
+1
+0.6% +$91 ﹤0.01% 775
2026
Q1 		$13.1K Buy
154
+1
+0.7% +$100 ﹤0.01% 820
2025
Q4 		$15K Buy
153
+15
+11% +$1.29K ﹤0.01% 673
2025
Q3 		$10.5K Buy
+138
New +$9.2K ﹤0.01% 766
2025
Q2 		– Sell
-62
Closed -$3.27K – 1611
2025
Q1 		$3.27K Buy
+62
New +$3.48K ﹤0.01% 847
2024
Q3 		– Sell
-15
Closed -$664 – 1329
2024
Q2 		$664 Buy
+15
New +$638 ﹤0.01% 1034

Other funds holding IRMD

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Cornerstone Planning Group sold out of iRadimed (IRMD) in Q3 2026, closing a stake of 155 shares — an estimated $14.6K sold.

Cornerstone Planning Group first reported a position in IRMD in Q2 2024 and held it in 6 quarters. The position peaked at $15K in Q4 2025. 18 funds tracked by Wall St. Rank hold IRMD as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iRadimed position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 155 iRadimed shares in Q3 2026, an estimated $14.6K.
  • Cornerstone Planning Group first reported a position in iRadimed in Q2 2024 and held it in 6 quarters.
  • Cornerstone Planning Group's iRadimed position peaked at $15K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held iRadimed as of Q3 2026.

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