Cornerstone Planning Group’s Modiv Industrial MDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-38	Closed	-$697	–	1070
2026 Q2	$697	Hold	38	–	–	﹤0.01%	1598
2026 Q1	$676	Buy	+38	New	+$564	﹤0.01%	1568

Other funds holding MDV

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Modiv Industrial (MDV) in Q3 2026, closing a stake of 38 shares — an estimated $697 sold.

Cornerstone Planning Group first reported a position in MDV in Q1 2026 and held it in 2 quarters. The position peaked at $697 in Q2 2026. 2 funds tracked by Wall St. Rank hold MDV as of Q3 2026.

Cornerstone Planning Group reported no remaining Modiv Industrial position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 38 Modiv Industrial shares in Q3 2026, an estimated $697.
Cornerstone Planning Group first reported a position in Modiv Industrial in Q1 2026 and held it in 2 quarters.
Cornerstone Planning Group's Modiv Industrial position peaked at $697 in Q2 2026.
2 funds tracked by Wall St. Rank held Modiv Industrial as of Q3 2026.

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