DiNuzzo Private Wealth’s Whirlpool WHR Stock Holding History

DiNuzzo Private Wealth’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	$40	Sell	1 -2	-67%	-$94	﹤0.01%	1321
2026 Q1	$162	Sell	3 -2	-40%	-$147	﹤0.01%	1255
2025 Q4	$361	Hold	5	–	–	﹤0.01%	1165
2025 Q3	$466	Hold	5	–	–	﹤0.01%	1107
2025 Q2	$508	Buy	5 +4	+400%	+$333	﹤0.01%	1066
2025 Q1	$91	Buy	+1	New	+$106	﹤0.01%	1302

Other funds holding WHR

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return