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Pinnacle Wealth Planning Services’s Whirlpool WHR Stock Holding History

Pinnacle Wealth Planning Services’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 		$670 Sell
17
-65
-79% -$3.04K ﹤0.01% 2623
2026
Q1 		$4.42K Buy
82
+62
+310% +$4.55K ﹤0.01% 2289
2025
Q4 		$1.44K Buy
+20
New +$1.48K ﹤0.01% 2543
2021
Q1 		– Sell
-285
Closed -$51K – 1945
2020
Q4 		$51K Buy
+285
New +$54.6K 0.01% 788

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's WHR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Whirlpool (WHR) stake by 79% in Q2 2026, selling an estimated $3.04K and leaving 17 shares worth $670. The position accounts for ﹤0.01% of the portfolio, ranked #2623.

Pinnacle Wealth Planning Services first reported a position in WHR in Q4 2020 and has held it in 4 quarters since. The position peaked at $51K in Q4 2020. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 17 shares of Whirlpool worth $670 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 65 Whirlpool shares in Q2 2026, an estimated $3.04K.
  • Whirlpool made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2623 holding.
  • Pinnacle Wealth Planning Services first reported a position in Whirlpool in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Whirlpool position peaked at $51K in Q4 2020.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.