Principia Wealth Advisory
WHR icon

Principia Wealth Advisory’s Whirlpool WHR Stock Holding History

Principia Wealth Advisory’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 		$184 Sell
6
-6
-50% -$228 ﹤0.01% 988
2026
Q2 		$473 Buy
12
+6
+100% +$281 ﹤0.01% 900
2026
Q1 		$324 Buy
+6
New +$440 ﹤0.01% 910
2025
Q1 		– Sell
-1
Closed -$114 – 917
2024
Q4 		$114 Buy
+1
New +$110 ﹤0.01% 761

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM

Principia Wealth Advisory's WHR Position: Q3 2026 in Review

Principia Wealth Advisory reduced its Whirlpool (WHR) stake by 50% in Q3 2026, selling an estimated $228 and leaving 6 shares worth $184. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Principia Wealth Advisory first reported a position in WHR in Q4 2024 and has held it in 4 quarters since. The position peaked at $473 in Q2 2026. 320 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • Principia Wealth Advisory held 6 shares of Whirlpool worth $184 as of Q3 2026.
  • Principia Wealth Advisory sold 6 Whirlpool shares in Q3 2026, an estimated $228.
  • Whirlpool made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #988 holding.
  • Principia Wealth Advisory first reported a position in Whirlpool in Q4 2024 and has held it in 4 quarters since.
  • Principia Wealth Advisory's Whirlpool position peaked at $473 in Q2 2026.
  • 320 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.