AWM
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AE Wealth Management’s Whirlpool WHR Stock Holding History

AE 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
Q1 		– Sell
-28,149
Closed -$2.03M – 2714
2025
Q4 		$2.03M Buy
28,149
+2,048
+8% +$151K 0.01% 596
2025
Q3 		$2.05M Buy
26,101
+1,980
+8% +$182K 0.01% 557
2025
Q2 		$2.45M Buy
24,121
+2,030
+9% +$169K 0.02% 488
2025
Q1 		$1.99M Sell
22,091
-91,653
-81% -$9.72M 0.02% 528
2024
Q4 		$13M Buy
113,744
+7,056
+7% +$779K 0.11% 200
2024
Q3 		$11.4M Buy
106,688
+4,749
+5% +$477K 0.1% 216
2024
Q2 		$10.4M Buy
+101,939
New +$9.93M 0.1% 216
2024
Q1 		– Sell
-2,346
Closed -$272K – 1996
2023
Q4 		$272K Sell
2,346
-1,630
-41% -$190K ﹤0.01% 1763
2023
Q3 		$532K Sell
3,976
-2,523
-39% -$356K ﹤0.01% 1343
2023
Q2 		$967K Buy
6,499
+4,312
+197% +$592K 0.01% 1102
2023
Q1 		$289K Sell
2,187
-159
-7% -$22.6K ﹤0.01% 1572
2022
Q4 		$332K Buy
2,346
+167
+8% +$23.7K ﹤0.01% 1464
2022
Q3 		$294K Buy
2,179
+7
+0.3% +$1.11K ﹤0.01% 1481
2022
Q2 		$336K Buy
2,172
+485
+29% +$84.3K ﹤0.01% 1394
2022
Q1 		$291K Buy
1,687
+693
+70% +$140K ﹤0.01% 1433
2021
Q4 		$233K Buy
+994
New +$218K ﹤0.01% 1543
2021
Q1 		– Sell
-2,425
Closed -$438K – 1578
2020
Q4 		$438K Buy
2,425
+583
+32% +$112K 0.01% 1007
2020
Q3 		$339K Buy
+1,842
New +$306K ﹤0.01% 998
2020
Q2 		– Sell
-8,239
Closed -$707K – 1347
2020
Q1 		$707K Buy
8,239
+2,077
+34% +$273K 0.02% 575
2019
Q4 		$909K Sell
6,162
-154
-2% -$23.3K 0.02% 550
2019
Q3 		$1M Sell
6,316
-981
-13% -$141K 0.03% 445
2019
Q2 		$1.04M Buy
+7,297
New +$979K 0.03% 404

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

AE Wealth Management's WHR Position: Q1 2026 in Review

AE Wealth Management sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 28,149 shares — an estimated $2.03M sold.

AE Wealth Management first reported a position in WHR in Q2 2019 and held it in 22 quarters. The position peaked at $13M in Q4 2024. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • AE Wealth Management reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 28,149 Whirlpool shares in Q1 2026, an estimated $2.03M.
  • AE Wealth Management first reported a position in Whirlpool in Q2 2019 and held it in 22 quarters.
  • AE Wealth Management's Whirlpool position peaked at $13M in Q4 2024.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.