Institutions / W.H. Cornerstone Investments Inc. / Activity
Activity — W.H. Cornerstone Investments Inc.
153 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 25434V575 Common stock | $-3.39M | -63K -68.23% | 29,480 0.89% of portfolio | low |
| Q2 2026 as of | Add | 92203J407 Common stock | $2.44M | +50K +69.29% | 123,327 3.38% of portfolio | low |
| Q2 2026 as of | Add | 922908769 Common stock | $2.31M | +6K +9.73% | 70,334 14.72% of portfolio | low |
| Q2 2026 as of | Add | 921943858 Common stock | $1.71M | +24K +21.44% | 136,299 5.49% of portfolio | low |
| Q2 2026 as of | Trim | 25434V732 Common stock | $-1.40M | -35K -33.35% | 69,073 1.59% of portfolio | low |
| Q2 2026 as of | New | 97717X511 Common stock | $1.35M | +31K | 31,017 0.76% of portfolio | low |
| Q2 2026 as of | Trim | 25434V815 Common stock | $-1.32M | -34K -30.53% | 77,473 1.70% of portfolio | low |
| Q2 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-1.30M | -1K -71.29% | 518 0.30% of portfolio | low |
| Q2 2026 as of | New | 97717Y725 Common stock | $1.08M | +25K | 24,500 0.61% of portfolio | low |
| Q2 2026 as of | Trim | American Electric Power Co Inc Common stock | $-1.06M | -8K -70.41% | 3,271 0.25% of portfolio | low |
| Q2 2026 as of | New | 464287655 Common stock | $1.06M | +4K | 3,531 0.60% of portfolio | low |
| Q2 2026 as of | Trim | Thermo Fisher Scientific Inc. Common stock | $-1.04M | -2K -52.87% | 1,846 0.52% of portfolio | low |
| Q2 2026 as of | Add | 025072877 Common stock | $940.1K | +8K +242.13% | 10,647 0.75% of portfolio | low |
| Q2 2026 as of | Trim | Atmos Energy Corp Common stock | $-929.3K | -5K -70.52% | 2,255 0.22% of portfolio | low |
| Q2 2026 as of | Trim | 92206C870 Common stock | $-928.8K | -11K -14.56% | 65,936 3.08% of portfolio | low |
| Q2 2026 as of | Exit | Equinix Inc Common stock | $-892.2K | -1K -100.00% | 0 | low |
| Q2 2026 as of | New | AbbVie Inc. Common stock | $882.0K | +4K | 3,505 0.50% of portfolio | low |
| Q2 2026 as of | Exit | Autozone Inc Common stock | $-871.6K | -257 -100.00% | 0 | low |
| Q2 2026 as of | Exit | Eog Resources Inc Common stock | $-868.1K | -8K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Air Products & Chemicals, Inc. Common stock | $-832.8K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 808524854 Common stock | $-825.8K | -33K -16.20% | 173,179 2.42% of portfolio | low |
| Q2 2026 as of | New | 025072802 Common stock | $819.9K | +8K | 7,956 0.46% of portfolio | low |
| Q2 2026 as of | Trim | 92206C409 Common stock | $-819.1K | -10K -11.87% | 76,942 3.44% of portfolio | low |
| Q2 2026 as of | Exit | Public Storage Common stock | $-818.0K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Ingredion Inc Common stock | $-794.1K | -7K -100.00% | 0 | low |
| Q2 2026 as of | Add | Kla Corp Common stock | $763.1K | +3K +863.14% | 2,822 0.48% of portfolio | low |
| Q2 2026 as of | New | Chevron Corp Common stock | $713.5K | +4K | 4,305 0.40% of portfolio | low |
| Q2 2026 as of | New | Unitedhealth Group Inc Common stock | $654.8K | +2K | 1,575 0.37% of portfolio | low |
| Q2 2026 as of | Trim | Medtronic plc Common stock | $-654.2K | -8K -54.18% | 7,072 0.31% of portfolio | low |
| Q2 2026 as of | Trim | 25434V781 Common stock | $-623.3K | -16K -30.60% | 35,225 0.80% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-598.7K | -3K -10.87% | 20,599 2.78% of portfolio | low |
| Q2 2026 as of | Exit | Accenture plc Common stock | $-576.3K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-574.3K | -2K -8.59% | 17,100 3.46% of portfolio | low |
| Q2 2026 as of | New | Chubb Ltd Common stock | $551.8K | +2K | 1,619 0.31% of portfolio | low |
| Q2 2026 as of | Exit | Intuit Inc. Common stock | $-530.6K | -801 -100.00% | 0 | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $528.0K | +2K +86.67% | 3,474 0.64% of portfolio | low |
| Q2 2026 as of | New | Duke Energy Corp Common stock | $527.4K | +4K | 4,167 0.30% of portfolio | low |
| Q2 2026 as of | Trim | Ppg Industries Inc Common stock | $-516.1K | -4K -51.18% | 4,059 0.28% of portfolio | low |
| Q2 2026 as of | Exit | Salesforce Inc Common stock | $-491.4K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Add | 72201R866 Common stock | $471.4K | +9K +46.37% | 28,288 0.84% of portfolio | low |
| Q2 2026 as of | Exit | Comcast Corp. Common stock | $-469.9K | -16K -100.00% | 0 | low |
| Q2 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-469.1K | -3K -23.13% | 10,630 0.88% of portfolio | low |
| Q2 2026 as of | New | 46434G103 Common stock | $466.6K | +6K | 5,633 0.26% of portfolio | low |
| Q2 2026 as of | New | 464288653 Common stock | $463.2K | +5K | 4,616 0.26% of portfolio | low |
| Q2 2026 as of | New | 46434G764 Common stock | $450.1K | +4K | 4,400 0.25% of portfolio | low |
| Q2 2026 as of | New | Chemed Corp Common stock | $449.6K | +965 | 965 0.25% of portfolio | low |
| Q2 2026 as of | Add | Sysco Corp Common stock | $449.4K | +5K +45.90% | 17,092 0.81% of portfolio | low |
| Q2 2026 as of | New | Consolidated Edison Inc Common stock | $443.0K | +4K | 4,004 0.25% of portfolio | low |
| Q2 2026 as of | New | Eversource Energy Common stock | $436.8K | +6K | 6,044 0.25% of portfolio | low |
| Q2 2026 as of | New | Genuine Parts Co Common stock | $425.0K | +4K | 3,602 0.24% of portfolio | low |