Sachetta’s Whirlpool WHR Stock Holding History

Sachetta’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	$2.88K	Buy	73 +36	+97%	+$1.69K	﹤0.01%	781
2026 Q1	$2K	Buy	37 +30	+429%	+$2.2K	﹤0.01%	903
2025 Q4	$505	Sell	7 -15	-68%	-$1.11K	﹤0.01%	984
2025 Q3	$1.73K	Hold	22	–	–	﹤0.01%	862
2025 Q2	$2.23K	Buy	22 +15	+214%	+$1.25K	﹤0.01%	781
2025 Q1	$631	Hold	7	–	–	﹤0.01%	1005
2024 Q4	$802	Hold	7	–	–	﹤0.01%	1026
2024 Q3	$749	Sell	7 -7	-50%	-$704	﹤0.01%	1077
2024 Q2	$1.43K	Buy	14 +7	+100%	+$682	﹤0.01%	947
2024 Q1	$853	Hold	7	–	–	﹤0.01%	947
2023 Q4	$853	Buy	+7	New	+$816	﹤0.01%	947

Other funds holding WHR

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return