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Cornerstone Planning Group’s OmniAb OABI Stock Holding History

Cornerstone Planning Group’s Portfolio OABI Stock Details OABI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-249
Closed -$461 – 1644
2025
Q1 		$461 Hold
249
– – ﹤0.01% 1325
2024
Q4 		$839 Hold
249
– – ﹤0.01% 1001
2024
Q3 		$981 Hold
249
– – ﹤0.01% 934
2024
Q2 		$1.05K Hold
249
– – ﹤0.01% 926
2024
Q1 		$1.16K Hold
249
– – ﹤0.01% 750
2023
Q4 		$1.54K Hold
249
– – ﹤0.01% 668
2023
Q3 		$1.29K Sell
249
-38
-13% -$203 ﹤0.01% 741
2023
Q2 		$1.44K Buy
+287
New +$1.16K ﹤0.01% 1261
2022
Q4 		$1.1K Buy
+287
New +$1.51K ﹤0.01% 1339

Other funds holding OABI

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

Cornerstone Planning Group's OABI Position: Q2 2025 in Review

Cornerstone Planning Group sold out of OmniAb (OABI) in Q2 2025, closing a stake of 249 shares — an estimated $461 sold.

Cornerstone Planning Group first reported a position in OABI in Q4 2022 and held it in 9 quarters. The position peaked at $1.54K in Q4 2023. 144 funds tracked by Wall St. Rank hold OABI as of Q2 2025.

  • Cornerstone Planning Group reported no remaining OmniAb position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 249 OmniAb shares in Q2 2025, an estimated $461.
  • Cornerstone Planning Group first reported a position in OmniAb in Q4 2022 and held it in 9 quarters.
  • Cornerstone Planning Group's OmniAb position peaked at $1.54K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held OmniAb as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.