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James T. Borello RIA’s Whirlpool WHR Stock Holding History

James T. Borello RIA’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
-124
Closed -$4.89K – 1342
2026
Q2 		$4.89K Buy
+124
New +$5.81K ﹤0.01% 794
2025
Q4 		– Sell
-7
Closed -$550 – 1205
2025
Q3 		$550 Buy
+7
New +$642 ﹤0.01% 866

Other funds holding WHR

KWMG LLC
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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LD
Lipe & Dalton Syracuse, New York $216M AUM 27.72% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello RIA's WHR Position: Q3 2026 in Review

James T. Borello RIA sold out of Whirlpool (WHR) in Q3 2026, closing a stake of 124 shares — an estimated $4.89K sold.

James T. Borello RIA first reported a position in WHR in Q3 2025 and held it in 2 quarters. The position peaked at $4.89K in Q2 2026. 39 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • James T. Borello RIA reported no remaining Whirlpool position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 124 Whirlpool shares in Q3 2026, an estimated $4.89K.
  • James T. Borello RIA first reported a position in Whirlpool in Q3 2025 and held it in 2 quarters.
  • James T. Borello RIA's Whirlpool position peaked at $4.89K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.