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Cornerstone Planning Group’s Whirlpool WHR Stock Holding History

Cornerstone Planning Group’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$404 – 1924
2025
Q4 		$404 Buy
+5
New +$369 ﹤0.01% 1554
2025
Q2 		– Sell
-5
Closed -$389 – 1701
2025
Q1 		$389 Hold
5
– – ﹤0.01% 1362
2024
Q4 		$666 Buy
+5
New +$552 ﹤0.01% 1057
2024
Q3 		– Sell
-9
Closed -$840 – 1378
2024
Q2 		$840 Buy
+9
New +$877 ﹤0.01% 980

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 5 shares — an estimated $404 sold.

Cornerstone Planning Group first reported a position in WHR in Q2 2024 and held it in 4 quarters. The position peaked at $840 in Q2 2024. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 5 Whirlpool shares in Q1 2026, an estimated $404.
  • Cornerstone Planning Group first reported a position in Whirlpool in Q2 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Whirlpool position peaked at $840 in Q2 2024.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

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