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 Q3	$2M	Buy	65,110 +25,939	+66%	+$985K	0.09%	91
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Angeles Wealth Management's WHR Position: Q3 2026 in Review

Angeles Wealth Management increased its Whirlpool (WHR) stake by 66% in Q3 2026, buying an estimated $985K and bringing the position to 65,110 shares worth $2M. The position accounts for 0.09% of the portfolio, ranked #91.

Angeles Wealth Management first reported a position in WHR in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.09M in Q1 2026. 307 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

Angeles Wealth Management held 65,110 shares of Whirlpool worth $2M as of Q3 2026.
Angeles Wealth Management bought 25,939 Whirlpool shares in Q3 2026, an estimated $985K.
Whirlpool made up 0.09% of Angeles Wealth Management's portfolio in Q3 2026, its #91 holding.
Angeles Wealth Management first reported a position in Whirlpool in Q4 2024 and has held it in 8 quarters since.
Angeles Wealth Management's Whirlpool position peaked at $2.09M in Q1 2026.
307 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.