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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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Cornerstone Planning Group's VVV Position: Q1 2026 in Review

Cornerstone Planning Group held its Valvoline (VVV) position steady in Q1 2026 at 17 shares worth $552. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Cornerstone Planning Group first reported a position in VVV in Q4 2024 and has held it in 4 quarters since. The position peaked at $639 in Q4 2024. 413 funds tracked by Wall St. Rank hold VVV as of Q1 2026.

  • Cornerstone Planning Group held 17 shares of Valvoline worth $552 as of Q1 2026.
  • Cornerstone Planning Group left its Valvoline share count unchanged in Q1 2026.
  • Valvoline made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1619 holding.
  • Cornerstone Planning Group first reported a position in Valvoline in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Valvoline position peaked at $639 in Q4 2024.
  • 413 funds tracked by Wall St. Rank held Valvoline as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.