Cornerstone Planning Group
SCLX icon

Cornerstone Planning Group’s Scilex Holding SCLX Stock Holding History

Cornerstone Planning Group’s Portfolio SCLX Stock Details SCLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1
Closed -$7 – 1404
2026
Q2 		$7 Hold
1
– – ﹤0.01% 1863
2026
Q1 		$11 Hold
1
– – ﹤0.01% 1814
2025
Q4 		$9 Sell
1
-92
-99% -$1.55K ﹤0.01% 1697
2025
Q3 		$4.94K Buy
93
+92
+9,200% +$1.56K ﹤0.01% 953
2025
Q2 		$14 Buy
+1
New +$6 ﹤0.01% 1512
2025
Q1 		– Sell
-1
Closed -$13 – 1543
2024
Q4 		$19 Hold
1
– – ﹤0.01% 1380
2024
Q3 		$42 Hold
1
– – ﹤0.01% 1272
2024
Q2 		$59 Hold
1
– – ﹤0.01% 1220
2024
Q1 		$37 Buy
+1
New +$58 ﹤0.01% 1066
2023
Q3 		– Sell
-1
Closed -$234 – 1291
2023
Q2 		$234 Buy
+1
New +$276 ﹤0.01% 1512

Other funds holding SCLX

IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
BIA
Baer Investment Advisory Corte Madera, California $126M AUM 23.69% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Scilex Holding (SCLX) in Q3 2026, closing a stake of 1 share — an estimated $7 sold.

Cornerstone Planning Group first reported a position in SCLX in Q2 2023 and held it in 10 quarters. The position peaked at $4.94K in Q3 2025. 10 funds tracked by Wall St. Rank hold SCLX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Scilex Holding position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1 Scilex Holding share in Q3 2026, an estimated $7.
  • Cornerstone Planning Group first reported a position in Scilex Holding in Q2 2023 and held it in 10 quarters.
  • Cornerstone Planning Group's Scilex Holding position peaked at $4.94K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Scilex Holding as of Q3 2026.

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