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Advantage Solutions shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Advantage Solutions (ADV) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in Advantage Solutions

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All positions including Advantage Solutions held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advantage Solutions by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $26k 29k 0.88
2025-09-30 $45k 29k 1.53
2025-06-30 $39k 29k 1.32
2025-03-31 $25k 17k 1.51

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Cornerstone Wealth Management

Top funds holding Advantage Solutions

Leonard Green & Partners
CVC Management Holdings II
CastleKnight Management
Atairos Partners GP
Vanguard Group
BlackRock
Dimensional Fund Advisors
Charles Schwab Investment Management
T. Rowe Price Investment Management
Bain Capital Investors
Geode Capital Management
Bridgeway Capital Management
State Street Corporation
Millennium Management
Empowered Funds

View all funds holding Advantage Solutions