Cornerstone Planning Group
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Cornerstone Planning Group’s Power Integrations POWI Stock Holding History

Cornerstone Planning Group’s Portfolio POWI Stock Details POWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-296
Closed -$21.5K – 1280
2026
Q2 		$21.5K Sell
296
-21
-7% -$1.52K ﹤0.01% 660
2026
Q1 		$24.4K Sell
317
-8
-2% -$367 ﹤0.01% 615
2025
Q4 		$15.2K Buy
325
+297
+1,061% +$11.3K ﹤0.01% 668
2025
Q3 		$2.73K Buy
28
+9
+47% +$434 ﹤0.01% 1102
2025
Q2 		$918 Sell
19
-60
-76% -$3.08K ﹤0.01% 1134
2025
Q1 		$3.73K Buy
79
+73
+1,217% +$4.37K ﹤0.01% 812
2024
Q4 		$366 Buy
+6
New +$382 ﹤0.01% 1226
2023
Q3 		– Sell
-52
Closed -$4.92K – 1284
2023
Q2 		$4.92K Buy
+52
New +$4.34K ﹤0.01% 897
2022
Q4 		$5.08K Buy
+62
New +$4.42K ﹤0.01% 882

Other funds holding POWI

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Power Integrations (POWI) in Q3 2026, closing a stake of 296 shares — an estimated $21.5K sold.

Cornerstone Planning Group first reported a position in POWI in Q4 2022 and held it in 9 quarters. The position peaked at $24.4K in Q1 2026. 60 funds tracked by Wall St. Rank hold POWI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Power Integrations position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 296 Power Integrations shares in Q3 2026, an estimated $21.5K.
  • Cornerstone Planning Group first reported a position in Power Integrations in Q4 2022 and held it in 9 quarters.
  • Cornerstone Planning Group's Power Integrations position peaked at $24.4K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Power Integrations as of Q3 2026.

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