EWP
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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
Q3 		$10.2K Buy
332
+143
+76% +$5.43K ﹤0.01% 886
2026
Q2 		$7.45K Buy
+189
New +$8.85K ﹤0.01% 909

Other funds holding WHR

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's WHR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Whirlpool (WHR) stake by 76% in Q3 2026, buying an estimated $5.43K and bringing the position to 332 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Elevation Wealth Partners first reported a position in WHR in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • Elevation Wealth Partners held 332 shares of Whirlpool worth $10.2K as of Q3 2026.
  • Elevation Wealth Partners bought 143 Whirlpool shares in Q3 2026, an estimated $5.43K.
  • Whirlpool made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #886 holding.
  • Elevation Wealth Partners first reported a position in Whirlpool in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.