AWM
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Abound Wealth Management’s Whirlpool WHR Stock Holding History

Abound Wealth Management’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
-200
Closed -$10.8K – 1582
2026
Q1 		$10.8K Buy
+200
New +$14.7K ﹤0.01% 530
2024
Q2 		– Sell
-1
Closed -$127 – 1318
2024
Q1 		$127 Sell
1
-3
-75% -$334 ﹤0.01% 1265
2023
Q4 		$497 Hold
4
– – ﹤0.01% 920
2023
Q3 		$543 Hold
4
– – ﹤0.01% 788
2023
Q2 		$603 Buy
4
+1
+33% +$137 ﹤0.01% 793
2023
Q1 		$401 Hold
3
– – ﹤0.01% 680
2022
Q4 		$430 Hold
3
– – ﹤0.01% 669
2022
Q3 		$410 Buy
+3
New +$478 ﹤0.01% 669

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

Abound Wealth Management's WHR Position: Q2 2026 in Review

Abound Wealth Management sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 200 shares — an estimated $10.8K sold.

Abound Wealth Management first reported a position in WHR in Q3 2022 and held it in 8 quarters. The position peaked at $10.8K in Q1 2026. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Abound Wealth Management reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 200 Whirlpool shares in Q2 2026, an estimated $10.8K.
  • Abound Wealth Management first reported a position in Whirlpool in Q3 2022 and held it in 8 quarters.
  • Abound Wealth Management's Whirlpool position peaked at $10.8K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.