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Private Wealth Management Group’s Whirlpool WHR Stock Holding History

Private Wealth Management Group’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 		$19.8K Buy
+502
New +$23.5K ﹤0.01% 390
2025
Q4 		– Sell
-12
Closed -$944 – 1551
2025
Q3 		$944 Hold
12
– – ﹤0.01% 1299
2025
Q2 		$1.22K Buy
+12
New +$998 ﹤0.01% 1213
2024
Q1 		– Sell
-6
Closed -$731 – 1596
2023
Q4 		$731 Buy
+6
New +$699 ﹤0.01% 1366

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

Private Wealth Management Group's WHR Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Whirlpool (WHR) in Q2 2026: 502 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in WHR as recently as Q3 2025.

Private Wealth Management Group first reported a position in WHR in Q4 2023 and has held it in 4 quarters since. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Private Wealth Management Group held 502 shares of Whirlpool worth $19.8K as of Q2 2026.
  • Whirlpool was a new Private Wealth Management Group position in Q2 2026.
  • Whirlpool made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #390 holding.
  • Private Wealth Management Group first reported a position in Whirlpool in Q4 2023 and has held it in 4 quarters since.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.