Angeles Wealth Management
WHR icon

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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 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

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. 289 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.
  • 289 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.