Cornerstone Planning Group
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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
Q3 		– Sell
-53
Closed -$1.97K – 1715
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cornerstone Planning Group's WHR Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Whirlpool (WHR) in Q3 2026, closing a stake of 53 shares — an estimated $1.97K sold.

Cornerstone Planning Group first reported a position in WHR in Q2 2024 and held it in 5 quarters. The position peaked at $1.97K in Q2 2026. 206 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Whirlpool position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 53 Whirlpool shares in Q3 2026, an estimated $1.97K.
  • Cornerstone Planning Group first reported a position in Whirlpool in Q2 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's Whirlpool position peaked at $1.97K in Q2 2026.
  • 206 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.