CPG
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Cornerstone Planning Group’s Workiva WK Stock Holding History

Cornerstone Planning Group’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-42
Closed -$3.41K – 1925
2025
Q4 		$3.41K Sell
42
-99
-70% -$8.77K ﹤0.01% 1074
2025
Q3 		$10.3K Buy
141
+99
+236% +$7.44K ﹤0.01% 774
2025
Q2 		$3.31K Sell
42
-9
-18% -$619 ﹤0.01% 822
2025
Q1 		$3.57K Buy
51
+9
+21% +$850 ﹤0.01% 825
2024
Q4 		$4.1K Hold
42
– – ﹤0.01% 622
2024
Q3 		$3.35K Hold
42
– – ﹤0.01% 656
2024
Q2 		$3.02K Sell
42
-88
-68% -$6.92K ﹤0.01% 680
2024
Q1 		$10.6K Sell
130
-52
-29% -$4.68K ﹤0.01% 395
2023
Q4 		$18.5K Hold
182
– – 0.01% 326
2023
Q3 		$18.4K Sell
182
-80
-31% -$8.31K 0.01% 321
2023
Q2 		$26.6K Buy
+262
New +$25.2K 0.01% 360
2022
Q4 		$34.2K Buy
+396
New +$30.7K 0.01% 329

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return