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Activest Wealth Management’s Whirlpool WHR Stock Holding History

Activest Wealth Management’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 		$39 Buy
+1
New +$47 ﹤0.01% 1301
2021
Q4 		– Sell
-5
Closed -$1K – 421
2021
Q3 		$1K Buy
+5
New +$1.1K ﹤0.01% 373

Other funds holding WHR

QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Activest Wealth Management's WHR Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Whirlpool (WHR) in Q2 2026: 1 share worth $39. The stake represents ﹤0.01% of the portfolio and ranks #1301 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in WHR as recently as Q3 2021.

Activest Wealth Management first reported a position in WHR in Q3 2021 and has held it in 2 quarters since. The position peaked at $1K in Q3 2021. 45 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Activest Wealth Management held 1 share of Whirlpool worth $39 as of Q2 2026.
  • Whirlpool was a new Activest Wealth Management position in Q2 2026.
  • Whirlpool made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1301 holding.
  • Activest Wealth Management first reported a position in Whirlpool in Q3 2021 and has held it in 2 quarters since.
  • Activest Wealth Management's Whirlpool position peaked at $1K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.