AssetMark Inc’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $95 | Sell |
2
-98
| -98% | -$4.59K | ﹤0.01% | 3474 |
|
|
2026
Q1 | $5.38K | Buy |
100
+59
| +144% | +$4.33K | ﹤0.01% | 2539 |
|
|
2025
Q4 | $2.98K | Buy |
41
+39
| +1,950% | +$2.88K | ﹤0.01% | 2648 |
|
|
2025
Q3 | $193 | Hold |
2
| – | – | ﹤0.01% | 3069 |
|
|
2025
Q2 | $250 | Sell |
2
-3
| -60% | -$250 | ﹤0.01% | 2851 |
|
|
2025
Q1 | $487 | Sell |
5
-74
| -94% | -$7.85K | ﹤0.01% | 2419 |
|
|
2024
Q4 | $9.04K | Buy |
79
+23
| +41% | +$2.54K | ﹤0.01% | 1810 |
|
|
2024
Q3 | $5.99K | Buy |
+56
| New | +$5.63K | ﹤0.01% | 1710 |
|
|
2024
Q2 | – | Sell |
-45
| Closed | -$5.38K | – | 2246 |
|
|
2024
Q1 | $5.38K | Sell |
45
-38
| -46% | -$4.24K | ﹤0.01% | 1453 |
|
|
2023
Q4 | $10.1K | Buy |
+83
| New | +$9.67K | ﹤0.01% | 1379 |
|
|
2023
Q2 | – | Sell |
-968
| Closed | -$128K | – | 1691 |
|
|
2023
Q1 | $128K | Buy |
968
+79
| +9% | +$11.3K | ﹤0.01% | 886 |
|
|
2022
Q4 | $126K | Buy |
889
+18
| +2% | +$2.56K | ﹤0.01% | 881 |
|
|
2022
Q3 | $117K | Buy |
871
+25
| +3% | +$3.98K | ﹤0.01% | 827 |
|
|
2022
Q2 | $131K | Sell |
846
-146
| -15% | -$25.4K | ﹤0.01% | 786 |
|
|
2022
Q1 | $171K | Buy |
992
+150
| +18% | +$30.4K | ﹤0.01% | 743 |
|
|
2021
Q4 | $198K | Sell |
842
-14
| -2% | -$3.08K | ﹤0.01% | 700 |
|
|
2021
Q3 | $175K | Buy |
856
+63
| +8% | +$13.8K | ﹤0.01% | 587 |
|
|
2021
Q2 | $173K | Buy |
793
+104
| +15% | +$24.2K | ﹤0.01% | 596 |
|
|
2021
Q1 | $152K | Sell |
689
-22
| -3% | -$4.37K | ﹤0.01% | 586 |
|
|
2020
Q4 | $128K | Buy |
+711
| New | +$136K | ﹤0.01% | 593 |
|
|
2020
Q1 | – | Sell |
-101
| Closed | -$15K | – | 1552 |
|
|
2019
Q4 | $15K | Sell |
101
-306
| -75% | -$46.2K | ﹤0.01% | 981 |
|
|
2019
Q3 | $64K | Sell |
407
-1,196
| -75% | -$172K | ﹤0.01% | 674 |
|
|
2019
Q2 | $228K | Buy |
1,603
+396
| +33% | +$53.1K | ﹤0.01% | 447 |
|
|
2019
Q1 | $160K | Buy |
1,207
+110
| +10% | +$14.5K | ﹤0.01% | 477 |
|
|
2018
Q4 | $117K | Buy |
1,097
+320
| +41% | +$36.3K | ﹤0.01% | 529 |
|
|
2018
Q3 | $92K | Buy |
777
+104
| +15% | +$13.8K | ﹤0.01% | 599 |
|
|
2018
Q2 | $98K | Sell |
673
-40
| -6% | -$6.08K | ﹤0.01% | 579 |
|
|
2018
Q1 | $109K | Buy |
713
+334
| +88% | +$55.8K | ﹤0.01% | 565 |
|
|
2017
Q4 | $64K | Buy |
379
+184
| +94% | +$31.2K | ﹤0.01% | 711 |
|
|
2017
Q3 | $36K | Buy |
195
+144
| +282% | +$25.7K | ﹤0.01% | 779 |
|
|
2017
Q2 | $10K | Buy |
51
+6
| +13% | +$1.1K | ﹤0.01% | 1029 |
|
|
2017
Q1 | $8K | Hold |
45
| – | – | ﹤0.01% | 996 |
|
|
2016
Q4 | $8K | Hold |
45
| – | – | ﹤0.01% | 1003 |
|
|
2016
Q3 | $7K | Sell |
45
-55
| -55% | -$9.74K | ﹤0.01% | 1016 |
|
|
2016
Q2 | $17K | Sell |
100
-36
| -26% | -$6.35K | ﹤0.01% | 883 |
|
|
2016
Q1 | $25K | Sell |
136
-14
| -9% | -$2.09K | ﹤0.01% | 721 |
|
|
2015
Q4 | $22K | Buy |
150
+149
| +14,900% | +$23.1K | ﹤0.01% | 787 |
|
|
2015
Q3 | $0 | Buy |
+1
| New | +$169 | ﹤0.01% | 859 |
|
Other funds holding WHR
GIP
MGP
QAM
GHAM
AssetMark Inc's WHR Position: Q2 2026 in Review
AssetMark Inc reduced its Whirlpool (WHR) stake by 98% in Q2 2026, selling an estimated $4.59K and leaving 2 shares worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #3474.
AssetMark Inc first reported a position in WHR in Q3 2015 and has held it in 38 quarters since. The position peaked at $228K in Q2 2019. 189 funds tracked by Wall St. Rank hold WHR as of Q2 2026.
- AssetMark Inc held 2 shares of Whirlpool worth $95 as of Q2 2026.
- AssetMark Inc sold 98 Whirlpool shares in Q2 2026, an estimated $4.59K.
- Whirlpool made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3474 holding.
- AssetMark Inc first reported a position in Whirlpool in Q3 2015 and has held it in 38 quarters since.
- AssetMark Inc's Whirlpool position peaked at $228K in Q2 2019.
- 189 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.
Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.