Elevation Wealth Partners’s Whirlpool WHR Stock Holding History

Elevation Wealth Partners’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	$7.45K	Buy	+189	New	+$8.85K	﹤0.01%	909

Other funds holding WHR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elevation Wealth Partners's WHR Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Whirlpool (WHR) in Q2 2026: 189 shares worth $7.45K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings.

131 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Elevation Wealth Partners held 189 shares of Whirlpool worth $7.45K as of Q2 2026.
Whirlpool was a new Elevation Wealth Partners position in Q2 2026.
Whirlpool made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #909 holding.
131 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.