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B. Riley Wealth Advisors’s Whirlpool WHR Stock Holding History

B. Riley Wealth Advisors’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
-3,318
Closed -$239K – 1127
2025
Q4 		$239K Buy
3,318
+697
+27% +$51.5K 0.01% 793
2025
Q3 		$206K Buy
2,621
+104
+4% +$9.54K 0.01% 886
2025
Q2 		$255K Buy
+2,517
New +$209K 0.01% 779
2024
Q4 		$433K Sell
3,785
-43
-1% -$4.74K 0.01% 745
2024
Q3 		$406K Sell
3,828
-98
-2% -$9.85K 0.01% 826
2024
Q2 		$401K Buy
3,926
+1,793
+84% +$175K 0.01% 908
2024
Q1 		$285K Sell
2,133
-780
-27% -$87K 0.01% 1058
2023
Q4 		$355K Buy
2,913
+780
+37% +$90.9K 0.01% 976
2023
Q3 		$285K Sell
2,133
-91
-4% -$12.9K 0.01% 1058
2023
Q2 		$331K Sell
2,224
-155
-7% -$21.3K 0.01% 1066
2023
Q1 		$314K Sell
2,379
-340
-13% -$48.4K 0.01% 1043
2022
Q4 		$385K Sell
2,719
-561
-17% -$79.8K 0.01% 907
2022
Q3 		$443K Buy
+3,280
New +$522K 0.01% 812
2022
Q2 		– Sell
-5,504
Closed -$951K – 1399
2022
Q1 		$951K Buy
5,504
+1,032
+23% +$209K 0.03% 510
2021
Q4 		$1.05M Buy
+4,472
New +$982K 0.03% 516
2021
Q3 		– Sell
-1,970
Closed -$430K – 1477
2021
Q2 		$430K Buy
+1,970
New +$459K 0.01% 843
2020
Q4 		– Sell
-1,318
Closed -$243K – 1096
2020
Q3 		$243K Sell
1,318
-574
-30% -$95.4K 0.01% 781
2020
Q2 		$246K Buy
+1,892
New +$217K 0.02% 694
2015
Q1 		– Sell
-6
Closed -$1 – 1978
2014
Q4 		$1 Buy
+6
New +$1.03K ﹤0.01% 3593
2014
Q3 		– Sell
-309
Closed -$43K – 1885
2014
Q2 		$43K Buy
+309
New +$45.3K 0.01% 1101

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

B. Riley Wealth Advisors's WHR Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 3,318 shares — an estimated $239K sold.

B. Riley Wealth Advisors first reported a position in WHR in Q2 2014 and held it in 20 quarters. The position peaked at $1.05M in Q4 2021. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,318 Whirlpool shares in Q1 2026, an estimated $239K.
  • B. Riley Wealth Advisors first reported a position in Whirlpool in Q2 2014 and held it in 20 quarters.
  • B. Riley Wealth Advisors's Whirlpool position peaked at $1.05M in Q4 2021.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.