Cornerstone Wealth Group Q2 2026: New ETF Holdings & Tech Sector Shifts
Cornerstone Wealth Group's portfolio saw notable changes in Q2 2026, including new positions and adjustments to existing holdings.
As of June 30th, 2026, Cornerstone Wealth Group has released its latest investment activity data. This filing provides valuable insights into the fund manager's buying and selling patterns during this quarter.
New Positions & Significant Increases
Courier Cornerstone Wealth Group LLC established new positions in several stocks this quarter. Notably, the fund made a fresh purchase of HARBOR ETF TRUST (HGER), acquiring 426,514 shares representing an entirely new position for the institution.
In addition to new holdings, Cornerstone significantly increased its stake in existing positions. The fund's investment in NVIDIA CORPORATION (NVDA) grew substantially with a purchase of 58,837 additional shares, boosting its portfolio allocation percentage from prior periods by 23.21%. Furthermore, the group added more shares to their SPDR SERIES TRUST (SPLG) position, increasing it by 59,383 shares.
Disposals & Reduced Holdings
Courier Cornerstone Wealth Group LLC also disposed of or significantly reduced its holdings in certain stocks during Q2 2026. The group sold a substantial portion of their BOSTON SCIENTIFIC CORP (BSX) position, reducing the total shares by 92.14%.
The fund similarly decreased its exposure to UBER TECHNOLOGIES INC (UBER), selling off 51.74% of its stake during this period. Other notable disposals include WMT (-50.63%) and PRU (-48.93%), although the latter was a reduction rather than an outright sale.
Overall Portfolio Changes
The total portfolio value managed by Cornerstone Wealth Group stood at $1,626,048,934 as of June 30th. The fund's activity resulted in changes to its sector allocations and overall structure.
- Technology remains a strong focus for the firm despite recent reductions in some high-profile tech names.
- Courier Cornerstone Wealth Group LLC's portfolio now includes several ETF positions that were either newly added or significantly expanded this quarter.
- The disposal of companies like BSX and UBER suggests a strategic shift away from certain high-growth but potentially riskier segments within the technology sector.
These changes reflect the dynamic nature of Cornerstone's investment strategy, adapting to market conditions while maintaining its core focus areas. The filing indicates active management with both buying opportunities and selling decisions being executed during this quarter.