Planning Strategies Inc.’s Whirlpool WHR Stock Holding History

Planning Strategies Inc.’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	$591	Buy	+15	New	+$703	﹤0.01%	830

Other funds holding WHR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

GHAM

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planning Strategies Inc.'s WHR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Whirlpool (WHR) in Q2 2026: 15 shares worth $591. The stake represents ﹤0.01% of the portfolio and ranks #830 among its holdings.

129 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Planning Strategies Inc. held 15 shares of Whirlpool worth $591 as of Q2 2026.
Whirlpool was a new Planning Strategies Inc. position in Q2 2026.
Whirlpool made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #830 holding.
129 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.