Cornerstone Planning Group
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Cornerstone Planning Group’s Mine Safety MSA Stock Holding History

Cornerstone Planning Group’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-94
Closed -$16.2K – 1108
2026
Q2 		$16.2K Sell
94
-1
-1% -$167 ﹤0.01% 732
2026
Q1 		$15.9K Buy
95
+15
+19% +$2.74K ﹤0.01% 744
2025
Q4 		$14.1K Hold
80
– – ﹤0.01% 695
2025
Q3 		$12.6K Buy
80
+70
+700% +$12.1K ﹤0.01% 708
2025
Q2 		$1.8K Sell
10
-32
-76% -$5.01K ﹤0.01% 973
2025
Q1 		$6.27K Buy
+42
New +$6.7K ﹤0.01% 673

Other funds holding MSA

Copeland Capital Management
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Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BDF Gestion
BDF Gestion Paris, France $738M AUM 44.4% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Mine Safety (MSA) in Q3 2026, closing a stake of 94 shares — an estimated $16.2K sold.

Cornerstone Planning Group first reported a position in MSA in Q1 2025 and held it in 6 quarters. The position peaked at $16.2K in Q2 2026. 59 funds tracked by Wall St. Rank hold MSA as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Mine Safety position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 94 Mine Safety shares in Q3 2026, an estimated $16.2K.
  • Cornerstone Planning Group first reported a position in Mine Safety in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's Mine Safety position peaked at $16.2K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held Mine Safety as of Q3 2026.

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