Physician Wealth Advisors
WHR icon

Physician Wealth Advisors’s Whirlpool WHR Stock Holding History

Physician Wealth Advisors’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 		$767 Sell
25
-22
-47% -$835 ﹤0.01% 2052
2026
Q2 		$1.85K Buy
47
+15
+47% +$703 ﹤0.01% 1541
2026
Q1 		$1.73K Hold
32
– – ﹤0.01% 1417
2025
Q4 		$2.31K Buy
32
+7
+28% +$517 ﹤0.01% 1222
2025
Q3 		$1.96K Hold
25
– – ﹤0.01% 1234
2025
Q2 		$2.54K Hold
25
– – ﹤0.01% 966
2025
Q1 		$2.25K Hold
25
– – ﹤0.01% 845
2024
Q4 		$2.86K Buy
+25
New +$2.76K ﹤0.01% 809

Other funds holding WHR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Physician Wealth Advisors's WHR Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Whirlpool (WHR) stake by 47% in Q3 2026, selling an estimated $835 and leaving 25 shares worth $767. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Physician Wealth Advisors first reported a position in WHR in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.86K in Q4 2024. 337 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • Physician Wealth Advisors held 25 shares of Whirlpool worth $767 as of Q3 2026.
  • Physician Wealth Advisors sold 22 Whirlpool shares in Q3 2026, an estimated $835.
  • Whirlpool made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2052 holding.
  • Physician Wealth Advisors first reported a position in Whirlpool in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Whirlpool position peaked at $2.86K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.