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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
Q2 		$1.97K Buy
+53
New +$2.48K ﹤0.01% 1333
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cornerstone Planning Group opened a new position in Whirlpool (WHR) in Q2 2026: 53 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #1333 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in WHR as recently as Q4 2025.

Cornerstone Planning Group first reported a position in WHR in Q2 2024 and has held it in 5 quarters since. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Cornerstone Planning Group held 53 shares of Whirlpool worth $1.97K as of Q2 2026.
  • Whirlpool was a new Cornerstone Planning Group position in Q2 2026.
  • Whirlpool made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1333 holding.
  • Cornerstone Planning Group first reported a position in Whirlpool in Q2 2024 and has held it in 5 quarters since.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

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