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 Q2	$156	Buy	+3	New	+$155	﹤0.01%	1815
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Cornerstone Planning Group's WK Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in Workiva (WK) in Q2 2026: 3 shares worth $156. The stake represents ﹤0.01% of the portfolio and ranks #1815 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in WK as recently as Q4 2025.

Cornerstone Planning Group first reported a position in WK in Q4 2022 and has held it in 13 quarters since. The position peaked at $34.2K in Q4 2022. 307 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Cornerstone Planning Group held 3 shares of Workiva worth $156 as of Q2 2026.
Workiva was a new Cornerstone Planning Group position in Q2 2026.
Workiva made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1815 holding.
Cornerstone Planning Group first reported a position in Workiva in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Workiva position peaked at $34.2K in Q4 2022.
307 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.