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 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	$1.97K	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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Physician Wealth Advisors's WHR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Whirlpool (WHR) stake by 47% in Q2 2026, buying an estimated $703 and bringing the position to 47 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Physician Wealth Advisors first reported a position in WHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.86K in Q4 2024. 163 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Physician Wealth Advisors held 47 shares of Whirlpool worth $1.85K as of Q2 2026.
Physician Wealth Advisors bought 15 Whirlpool shares in Q2 2026, an estimated $703.
Whirlpool made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1541 holding.
Physician Wealth Advisors first reported a position in Whirlpool in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Whirlpool position peaked at $2.86K in Q4 2024.
163 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.