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True Wealth Design’s Whirlpool WHR Stock Holding History

True Wealth Design’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 		$5.58K Sell
182
-381
-68% -$14.5K ﹤0.01% 1305
2026
Q2 		$22.2K Buy
563
+420
+294% +$19.7K 0.01% 774
2026
Q1 		$7.71K Buy
+143
New +$10.5K ﹤0.01% 1059
2025
Q4 		– Sell
-1
Closed -$79 – 2848
2025
Q3 		$79 Hold
1
– – ﹤0.01% 2499
2025
Q2 		$102 Sell
1
-13
-93% -$1.08K ﹤0.01% 2233
2025
Q1 		$1.26K Sell
14
-430
-97% -$45.6K ﹤0.01% 1179
2024
Q4 		$50.8K Buy
444
+89
+25% +$9.82K 0.02% 159
2024
Q3 		$38K Buy
355
+300
+545% +$30.2K 0.01% 189
2024
Q2 		$5.62K Hold
55
– – ﹤0.01% 271
2024
Q1 		$6.58K Buy
55
+53
+2,650% +$5.91K ﹤0.01% 264
2023
Q4 		$244 Hold
2
– – ﹤0.01% 650
2023
Q3 		$268 Hold
2
– – ﹤0.01% 590
2023
Q2 		$298 Sell
2
-1
-33% -$137 ﹤0.01% 584
2023
Q1 		$397 Hold
3
– – ﹤0.01% 581
2022
Q4 		$424 Buy
+3
New +$427 ﹤0.01% 495

Other funds holding WHR

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

True Wealth Design's WHR Position: Q3 2026 in Review

True Wealth Design reduced its Whirlpool (WHR) stake by 68% in Q3 2026, selling an estimated $14.5K and leaving 182 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

True Wealth Design first reported a position in WHR in Q4 2022 and has held it in 15 quarters since. The position peaked at $50.8K in Q4 2024. 20 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • True Wealth Design held 182 shares of Whirlpool worth $5.58K as of Q3 2026.
  • True Wealth Design sold 381 Whirlpool shares in Q3 2026, an estimated $14.5K.
  • Whirlpool made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1305 holding.
  • True Wealth Design first reported a position in Whirlpool in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Whirlpool position peaked at $50.8K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.