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KWMG, LLC → WHR-PA

KWMG, LLC WHR-PA Position History

Whirlpool Corp

Quarters held
5
Latest value
$2.7M
Q3 2026
Peak value
$4.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.3M
Q4 2025$4.4M
Q1 2026$3.6M
Q2 2026$3M
Q3 2026$2.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.7M89.6K——
Q2 2026$3M77.0K——
Q1 2026$3.6M66.8K——
Q4 2025$4.4M61.4K——
Q3 2025$4.3M55.1K——

Other funds holding WHR-PA

Other KWMG, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$74.7M
VGES

VANGUARD TAX-MANAGED FDS

$72.8M
VGES

VANGUARD TAX-MANAGED FDS

$63.9M
VGES

VANGUARD TAX-MANAGED FDS

$61.4M
STT-PG

SELECT SECTOR SPDR TR

$60.3M
VGES

VANGUARD TAX-MANAGED FDS

$59.3M
STT-PG

SELECT SECTOR SPDR TR

$57.8M
VGES

VANGUARD INDEX FDS

$45.8M