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Cornerstone Planning Group’s Warby Parker WRBY Stock Holding History

Cornerstone Planning Group’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-55
Closed -$1.34K – 1769
2025
Q2 		$1.34K Hold
55
– – ﹤0.01% 1044
2025
Q1 		$821 Hold
55
– – ﹤0.01% 1173
2024
Q4 		$1.41K Hold
55
– – ﹤0.01% 884
2024
Q3 		$931 Hold
55
– – ﹤0.01% 950
2024
Q2 		$826 Hold
55
– – ﹤0.01% 984
2024
Q1 		$698 Hold
55
– – ﹤0.01% 858
2023
Q4 		$776 Hold
55
– – ﹤0.01% 742
2023
Q3 		$724 Hold
55
– – ﹤0.01% 844
2023
Q2 		$643 Buy
+55
New +$626 ﹤0.01% 1432
2022
Q4 		$861 Buy
+55
New +$841 ﹤0.01% 1389

Other funds holding WRBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Planning Group's WRBY Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Warby Parker (WRBY) in Q3 2025, closing a stake of 55 shares — an estimated $1.34K sold.

Cornerstone Planning Group first reported a position in WRBY in Q4 2022 and held it in 10 quarters. The position peaked at $1.41K in Q4 2024. 263 funds tracked by Wall St. Rank hold WRBY as of Q3 2025.

  • Cornerstone Planning Group reported no remaining Warby Parker position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 55 Warby Parker shares in Q3 2025, an estimated $1.34K.
  • Cornerstone Planning Group first reported a position in Warby Parker in Q4 2022 and held it in 10 quarters.
  • Cornerstone Planning Group's Warby Parker position peaked at $1.41K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held Warby Parker as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.