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Twin Peaks Wealth Advisors’s Whirlpool WHR Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-15
Closed -$809 – 2207
2026
Q1 		$809 Buy
+15
New +$1.1K ﹤0.01% 1946
2025
Q3 		– Sell
-2
Closed -$171 – 2134
2025
Q2 		$171 Buy
+2
New +$166 ﹤0.01% 2052

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

Twin Peaks Wealth Advisors's WHR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 15 shares — an estimated $809 sold.

Twin Peaks Wealth Advisors first reported a position in WHR in Q2 2025 and held it in 2 quarters. The position peaked at $809 in Q1 2026. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 15 Whirlpool shares in Q2 2026, an estimated $809.
  • Twin Peaks Wealth Advisors first reported a position in Whirlpool in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Whirlpool position peaked at $809 in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.