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Holistic Financial Partners’s Corning GLW Stock Holding History

Holistic Financial Partners’s Portfolio GLW Stock Details GLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,583
Closed -$226K – 150
2025
Q4 		$226K Sell
2,583
-445
-15% -$38.3K 0.08% 123
2025
Q3 		$248K Buy
+3,028
New +$198K 0.1% 120

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Holistic Financial Partners's GLW Position: Q1 2026 in Review

Holistic Financial Partners sold out of Corning (GLW) in Q1 2026, closing a stake of 2,583 shares — an estimated $226K sold.

Holistic Financial Partners first reported a position in GLW in Q3 2025 and held it in 2 quarters. The position peaked at $248K in Q3 2025. 2,243 funds tracked by Wall St. Rank hold GLW as of Q1 2026.

  • Holistic Financial Partners reported no remaining Corning position as of Q1 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 2,583 Corning shares in Q1 2026, an estimated $226K.
  • Holistic Financial Partners first reported a position in Corning in Q3 2025 and held it in 2 quarters.
  • Holistic Financial Partners's Corning position peaked at $248K in Q3 2025.
  • 2,243 funds tracked by Wall St. Rank held Corning as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.