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Superior Planning, LLC’s Whirlpool WHR Stock Holding History

Superior Planning, LLC’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 		$828 Buy
+27
New +$1.02K ﹤0.01% 1790

Other funds holding WHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Superior Planning, LLC's WHR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Whirlpool (WHR) in Q3 2026: 27 shares worth $828. The stake represents ﹤0.01% of the portfolio and ranks #1790 among its holdings.

279 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • Superior Planning, LLC held 27 shares of Whirlpool worth $828 as of Q3 2026.
  • Whirlpool was a new Superior Planning, LLC position in Q3 2026.
  • Whirlpool made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1790 holding.
  • 279 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.