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Ascent Group’s Whirlpool WHR Stock Holding History

Ascent Group’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
-4,270
Closed -$308K – 801
2025
Q4 		$308K Buy
4,270
+1,673
+64% +$124K 0.01% 603
2025
Q3 		$204K Buy
+2,597
New +$238K 0.01% 713
2025
Q2 		– Sell
-4,839
Closed -$436K – 773
2025
Q1 		$436K Sell
4,839
-124
-2% -$13.1K 0.02% 488
2024
Q4 		$568K Buy
4,963
+198
+4% +$21.8K 0.04% 357
2024
Q3 		$510K Sell
4,765
-230
-5% -$23.1K 0.04% 373
2024
Q2 		$510K Sell
4,995
-602
-11% -$58.7K 0.04% 354
2024
Q1 		$670K Buy
5,597
+366
+7% +$40.8K 0.06% 314
2023
Q4 		$587K Sell
5,231
-341
-6% -$39.7K 0.06% 319
2023
Q3 		$601K Buy
5,572
+1,013
+22% +$143K 0.07% 293
2023
Q2 		$646K Buy
+4,559
New +$626K 0.07% 285
2022
Q3 		– Sell
-1,212
Closed -$210K – 503
2022
Q2 		$210K Buy
+1,212
New +$211K 0.03% 452

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

Ascent Group's WHR Position: Q1 2026 in Review

Ascent Group sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 4,270 shares — an estimated $308K sold.

Ascent Group first reported a position in WHR in Q2 2022 and held it in 11 quarters. The position peaked at $670K in Q1 2024. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Ascent Group reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • Ascent Group sold 4,270 Whirlpool shares in Q1 2026, an estimated $308K.
  • Ascent Group first reported a position in Whirlpool in Q2 2022 and held it in 11 quarters.
  • Ascent Group's Whirlpool position peaked at $670K in Q1 2024.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.