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Cornerstone Planning Group’s Nasdaq NDAQ Stock Holding History

Cornerstone Planning Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.7K Sell
195
-1
-0.5% -$88 ﹤0.01% 710
2026
Q1 		$17.4K Buy
196
+63
+47% +$5.65K ﹤0.01% 717
2025
Q4 		$13.1K Sell
133
-14
-10% -$1.26K ﹤0.01% 715
2025
Q3 		$12.6K Buy
147
+14
+11% +$1.3K ﹤0.01% 707
2025
Q2 		$12.8K Buy
133
+15
+13% +$1.2K ﹤0.01% 503
2025
Q1 		$8.67K Buy
118
+16
+16% +$1.26K ﹤0.01% 610
2024
Q4 		$8.31K Hold
102
– – ﹤0.01% 468
2024
Q3 		$7.74K Sell
102
-9
-8% -$614 ﹤0.01% 471
2024
Q2 		$7.15K Sell
111
-59
-35% -$3.57K ﹤0.01% 505
2024
Q1 		$10.3K Sell
170
-170
-50% -$9.84K ﹤0.01% 402
2023
Q4 		$19.8K Hold
340
– – 0.01% 317
2023
Q3 		$16.5K Buy
+340
New +$17.2K 0.01% 333

Other funds holding NDAQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's NDAQ Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Nasdaq (NDAQ) stake by 0.51% in Q2 2026, selling an estimated $88 and leaving 195 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Cornerstone Planning Group first reported a position in NDAQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.8K in Q4 2023. 624 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Cornerstone Planning Group held 195 shares of Nasdaq worth $17.7K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Nasdaq share in Q2 2026, an estimated $88.
  • Nasdaq made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #710 holding.
  • Cornerstone Planning Group first reported a position in Nasdaq in Q3 2023 and has held it in 12 quarters since.
  • Cornerstone Planning Group's Nasdaq position peaked at $19.8K in Q4 2023.
  • 624 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.