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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principia Wealth Advisory's WHR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Whirlpool (WHR) stake by 100% in Q2 2026, buying an estimated $281 and bringing the position to 12 shares worth $473. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Principia Wealth Advisory first reported a position in WHR in Q4 2024 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Principia Wealth Advisory held 12 shares of Whirlpool worth $473 as of Q2 2026.
Principia Wealth Advisory bought 6 Whirlpool shares in Q2 2026, an estimated $281.
Whirlpool made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #900 holding.
Principia Wealth Advisory first reported a position in Whirlpool in Q4 2024 and has held it in 3 quarters since.
459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.