Cornerstone Planning Group
W icon

Cornerstone Planning Group’s Wayfair W Stock Holding History

Cornerstone Planning Group’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-8
Closed -$674 – 1688
2026
Q2 		$674 Hold
8
– – ﹤0.01% 1606
2026
Q1 		$506 Buy
8
+5
+167% +$452 ﹤0.01% 1645
2025
Q4 		$326 Sell
3
-280
-99% -$26.9K ﹤0.01% 1599
2025
Q3 		$31.9K Buy
283
+282
+28,200% +$20.7K 0.01% 448
2025
Q2 		$74 Buy
+1
New +$37 ﹤0.01% 1496

Other funds holding W

Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Wayfair (W) in Q3 2026, closing a stake of 8 shares — an estimated $674 sold.

Cornerstone Planning Group first reported a position in W in Q2 2025 and held it in 5 quarters. The position peaked at $31.9K in Q3 2025. 60 funds tracked by Wall St. Rank hold W as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Wayfair position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 8 Wayfair shares in Q3 2026, an estimated $674.
  • Cornerstone Planning Group first reported a position in Wayfair in Q2 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's Wayfair position peaked at $31.9K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Wayfair as of Q3 2026.

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