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Walsh & Associates’s Cornerstone Strategic Value Fund CLM Stock Holding History

Walsh & Associates’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83 Hold
11
– – ﹤0.01% 239
2026
Q1 		$80 Buy
+11
New +$86 ﹤0.01% 280

Other funds holding CLM

AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Walsh & Associates's CLM Position: Q2 2026 in Review

Walsh & Associates held its Cornerstone Strategic Value Fund (CLM) position steady in Q2 2026 at 11 shares worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Walsh & Associates first reported a position in CLM in Q1 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • Walsh & Associates held 11 shares of Cornerstone Strategic Value Fund worth $83 as of Q2 2026.
  • Walsh & Associates left its Cornerstone Strategic Value Fund share count unchanged in Q2 2026.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of Walsh & Associates's portfolio in Q2 2026, its #239 holding.
  • Walsh & Associates first reported a position in Cornerstone Strategic Value Fund in Q1 2026 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.