James T. Borello’s Whirlpool WHR Stock Holding History

James T. Borello’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	–	Sell	-124	Closed	-$4.89K	–	1342
2026 Q2	$4.89K	Buy	+124	New	+$5.81K	﹤0.01%	794
2025 Q4	–	Sell	-7	Closed	-$550	–	1205
2025 Q3	$550	Buy	+7	New	+$642	﹤0.01%	866

Other funds holding WHR

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $419M AUM 19.06% 1-Year Est. Return

James T. Borello's WHR Position: Q3 2026 in Review

James T. Borello sold out of Whirlpool (WHR) in Q3 2026, closing a stake of 124 shares — an estimated $4.89K sold.

James T. Borello first reported a position in WHR in Q3 2025 and held it in 2 quarters. The position peaked at $4.89K in Q2 2026. 113 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

James T. Borello reported no remaining Whirlpool position as of Q3 2026 after selling out during the quarter.
James T. Borello sold 124 Whirlpool shares in Q3 2026, an estimated $4.89K.
James T. Borello first reported a position in Whirlpool in Q3 2025 and held it in 2 quarters.
James T. Borello's Whirlpool position peaked at $4.89K in Q2 2026.
113 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.