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Angeles Wealth Management’s Whirlpool WHR Stock Holding History

Angeles 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 		$1.54M Buy
39,171
+474
+1% +$22.2K 0.07% 116
2026
Q1 		$2.09M Buy
38,697
+25,663
+197% +$1.88M 0.11% 77
2025
Q4 		$940K Buy
13,034
+9,458
+264% +$698K 0.05% 140
2025
Q3 		$281K Hold
3,576
– – 0.02% 268
2025
Q2 		$363K Hold
3,576
– – 0.02% 228
2025
Q1 		$322K Sell
3,576
-44
-1% -$4.67K 0.03% 192
2024
Q4 		$414K Buy
+3,620
New +$399K 0.03% 160

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

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

Angeles Wealth Management increased its Whirlpool (WHR) stake by 1.2% in Q2 2026, buying an estimated $22.2K and bringing the position to 39,171 shares worth $1.54M. The position accounts for 0.07% of the portfolio, ranked #116.

Angeles Wealth Management first reported a position in WHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.09M in Q1 2026. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Angeles Wealth Management held 39,171 shares of Whirlpool worth $1.54M as of Q2 2026.
  • Angeles Wealth Management bought 474 Whirlpool shares in Q2 2026, an estimated $22.2K.
  • Whirlpool made up 0.07% of Angeles Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Angeles Wealth Management first reported a position in Whirlpool in Q4 2024 and has held it in 7 quarters since.
  • Angeles Wealth Management's Whirlpool position peaked at $2.09M in Q1 2026.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.