CWM
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Cornerstone Wealth Management’s Plug Power PLUG Stock Holding History

Cornerstone Wealth Management’s Portfolio PLUG Stock Details PLUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.9K Sell
10,285
-2,770
-21% -$8.7K ﹤0.01% 743
2026
Q1 		$29.5K Buy
13,055
+2,750
+27% +$5.97K ﹤0.01% 709
2025
Q4 		$20.3K Sell
10,305
-225
-2% -$587 ﹤0.01% 690
2025
Q3 		$24.5K Hold
10,530
– – ﹤0.01% 677
2025
Q2 		$15.7K Hold
10,530
– – ﹤0.01% 648
2025
Q1 		$14.2K Buy
+10,530
New +$20K ﹤0.01% 604

Other funds holding PLUG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cornerstone Wealth Management's PLUG Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Plug Power (PLUG) stake by 21% in Q2 2026, selling an estimated $8.7K and leaving 10,285 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Cornerstone Wealth Management first reported a position in PLUG in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.5K in Q1 2026. 508 funds tracked by Wall St. Rank hold PLUG as of Q2 2026.

  • Cornerstone Wealth Management held 10,285 shares of Plug Power worth $27.9K as of Q2 2026.
  • Cornerstone Wealth Management sold 2,770 Plug Power shares in Q2 2026, an estimated $8.7K.
  • Plug Power made up ﹤0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #743 holding.
  • Cornerstone Wealth Management first reported a position in Plug Power in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Wealth Management's Plug Power position peaked at $29.5K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Plug Power as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.