MV Capital Management’s Whirlpool WHR Stock Holding History

MV Capital 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	$737	Buy	24 +3	+14%	+$114	﹤0.01%	967
2026 Q2	$828	Sell	21 -35	-63%	-$1.64K	﹤0.01%	952
2026 Q1	$3.02K	Buy	56 +53	+1,767%	+$3.89K	﹤0.01%	698
2025 Q4	$217	Sell	3 -18	-86%	-$1.33K	﹤0.01%	1021
2025 Q3	$1.65K	Buy	21 +13	+163%	+$1.19K	﹤0.01%	731
2025 Q2	$812	Buy	8 +4	+100%	+$333	﹤0.01%	801
2025 Q1	$361	Sell	4 -17	-81%	-$1.8K	﹤0.01%	855
2024 Q4	$2.4K	Buy	21 +8	+62%	+$883	﹤0.01%	676
2024 Q3	$1.39K	Buy	13 +5	+63%	+$503	﹤0.01%	719
2024 Q2	$818	Sell	8 -9	-53%	-$877	﹤0.01%	707
2024 Q1	$2.03K	Sell	17 -504	-97%	-$56.2K	﹤0.01%	658
2023 Q4	$63.4K	Buy	521 +6	+1%	+$699	0.01%	272
2023 Q3	$68.9K	Buy	515 +2	+0.4%	+$282	0.01%	251
2023 Q2	$76.3K	Sell	513 -4	-0.8%	-$549	0.01%	233
2023 Q1	$68.3K	Buy	517 +10	+2%	+$1.42K	0.01%	241
2022 Q4	$71.7K	Buy	507 +4	+0.8%	+$569	0.01%	196
2022 Q3	$68K	Hold	503	–	–	0.01%	193
2022 Q2	$78K	Sell	503 -15	-3%	-$2.61K	0.01%	182
2022 Q1	$90K	Buy	518 +6	+1%	+$1.22K	0.01%	181
2021 Q4	$120K	Buy	512 +495	+2,912%	+$109K	0.02%	154
2021 Q3	$3K	Buy	17 +5	+42%	+$1.1K	﹤0.01%	658
2021 Q2	$3K	Buy	+12	New	+$2.8K	﹤0.01%	607
2020 Q2	–	Sell	-9	Closed	-$1K	–	366
2020 Q1	$1K	Sell	9 -17	-65%	-$2.23K	﹤0.01%	342
2019 Q4	$4K	Sell	26 -4	-13%	-$604	﹤0.01%	305
2019 Q3	$5K	Buy	30 +7	+30%	+$1K	﹤0.01%	287
2019 Q2	$3K	Buy	23 +14	+156%	+$1.88K	﹤0.01%	308
2019 Q1	$1K	Buy	+9	New	+$1.19K	﹤0.01%	347

Other funds holding WHR

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

MV Capital Management's WHR Position: Q3 2026 in Review

MV Capital Management increased its Whirlpool (WHR) stake by 14% in Q3 2026, buying an estimated $114 and bringing the position to 24 shares worth $737. The position accounts for ﹤0.01% of the portfolio, ranked #967.

MV Capital Management first reported a position in WHR in Q1 2019 and has held it in 27 quarters since. The position peaked at $120K in Q4 2021. 131 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

MV Capital Management held 24 shares of Whirlpool worth $737 as of Q3 2026.
MV Capital Management bought 3 Whirlpool shares in Q3 2026, an estimated $114.
Whirlpool made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #967 holding.
MV Capital Management first reported a position in Whirlpool in Q1 2019 and has held it in 27 quarters since.
MV Capital Management's Whirlpool position peaked at $120K in Q4 2021.
131 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.