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 Q3	–	Sell	-502	Closed	-$19.8K	–	1576
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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

Private Wealth Management Group's WHR Position: Q3 2026 in Review

Private Wealth Management Group sold out of Whirlpool (WHR) in Q3 2026, closing a stake of 502 shares — an estimated $19.8K sold.

Private Wealth Management Group first reported a position in WHR in Q4 2023 and held it in 4 quarters. The position peaked at $19.8K in Q2 2026. 86 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

Private Wealth Management Group reported no remaining Whirlpool position as of Q3 2026 after selling out during the quarter.
Private Wealth Management Group sold 502 Whirlpool shares in Q3 2026, an estimated $19.8K.
Private Wealth Management Group first reported a position in Whirlpool in Q4 2023 and held it in 4 quarters.
Private Wealth Management Group's Whirlpool position peaked at $19.8K in Q2 2026.
86 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.