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Old North State Wealth Management’s Whirlpool WHR Stock Holding History

Old North State Wealth 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
Q2 		– Sell
-4,847
Closed -$262K – 119
2026
Q1 		$262K Buy
4,847
+1,958
+68% +$144K 0.12% 103
2025
Q4 		$209K Buy
2,889
+143
+5% +$10.6K 0.1% 115
2025
Q3 		$216K Sell
2,746
-207
-7% -$19K 0.1% 121
2025
Q2 		$300K Buy
2,953
+493
+20% +$41K 0.16% 97
2025
Q1 		$222K Buy
2,460
+650
+36% +$68.9K 0.12% 108
2024
Q4 		$208K Buy
+1,810
New +$200K 0.12% 112

Other funds holding WHR

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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Old North State Wealth Management's WHR Position: Q2 2026 in Review

Old North State Wealth Management sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 4,847 shares — an estimated $262K sold.

Old North State Wealth Management first reported a position in WHR in Q4 2024 and held it in 6 quarters. The position peaked at $300K in Q2 2025. 49 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Old North State Wealth Management reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Old North State Wealth Management sold 4,847 Whirlpool shares in Q2 2026, an estimated $262K.
  • Old North State Wealth Management first reported a position in Whirlpool in Q4 2024 and held it in 6 quarters.
  • Old North State Wealth Management's Whirlpool position peaked at $300K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.