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Cornerstone Planning Group’s Valvoline VVV Stock Holding History

Cornerstone Planning Group’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$664 Hold
17
– – ﹤0.01% 1610
2026
Q1 		$552 Hold
17
– – ﹤0.01% 1619
2025
Q4 		$558 Buy
+17
New +$546 ﹤0.01% 1491
2025
Q2 		– Sell
-4
Closed -$137 – 1698
2025
Q1 		$137 Sell
4
-13
-76% -$474 ﹤0.01% 1487
2024
Q4 		$639 Buy
+17
New +$680 ﹤0.01% 1067

Other funds holding VVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Cornerstone Planning Group's VVV Position: Q2 2026 in Review

Cornerstone Planning Group held its Valvoline (VVV) position steady in Q2 2026 at 17 shares worth $664. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Cornerstone Planning Group first reported a position in VVV in Q4 2024 and has held it in 5 quarters since. 452 funds tracked by Wall St. Rank hold VVV as of Q2 2026.

  • Cornerstone Planning Group held 17 shares of Valvoline worth $664 as of Q2 2026.
  • Cornerstone Planning Group left its Valvoline share count unchanged in Q2 2026.
  • Valvoline made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1610 holding.
  • Cornerstone Planning Group first reported a position in Valvoline in Q4 2024 and has held it in 5 quarters since.
  • 452 funds tracked by Wall St. Rank held Valvoline as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.