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Bartlett & Co Wealth Management’s Whirlpool WHR Stock Holding History

Bartlett & Co 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 		$158 Sell
4
-14
-78% -$656 ﹤0.01% 1291
2026
Q1 		$955 Buy
+18
New +$1.32K ﹤0.01% 1140
2024
Q4 		– Sell
-165
Closed -$17.7K – 1155
2024
Q3 		$17.7K Sell
165
-130
-44% -$13.1K ﹤0.01% 834
2024
Q2 		$30.1K Sell
295
-1,102
-79% -$107K ﹤0.01% 753
2024
Q1 		$167K Sell
1,397
-323
-19% -$36K ﹤0.01% 477
2023
Q4 		$212K Sell
1,720
-30
-2% -$3.5K ﹤0.01% 465
2023
Q3 		$234K Sell
1,750
-250
-13% -$35.3K ﹤0.01% 430
2023
Q2 		$298K Buy
2,000
+1,874
+1,487% +$257K 0.01% 405
2023
Q1 		$16.6K Hold
126
– – ﹤0.01% 743
2022
Q4 		$17.8K Hold
126
– – ﹤0.01% 737
2022
Q3 		$17K Hold
126
– – ﹤0.01% 729
2022
Q2 		$19.5K Hold
126
– – ﹤0.01% 744
2022
Q1 		$21.8K Buy
+126
New +$25.5K ﹤0.01% 723
2021
Q4 		– Sell
-126
Closed -$25.7K – 888
2021
Q3 		$25.7K Sell
126
-8
-6% -$1.75K ﹤0.01% 608
2021
Q2 		$29.2K Hold
134
– – ﹤0.01% 589
2021
Q1 		$29.5K Hold
134
– – ﹤0.01% 621
2020
Q4 		$24.2K Buy
134
+8
+6% +$1.53K ﹤0.01% 642
2020
Q3 		$23.2K Hold
126
– – ﹤0.01% 600
2020
Q2 		$16.3K Hold
126
– – ﹤0.01% 631
2020
Q1 		$10.8K Hold
126
– – ﹤0.01% 648
2019
Q4 		$18.6K Hold
126
– – ﹤0.01% 663
2019
Q3 		$20K Buy
126
+25
+25% +$3.59K ﹤0.01% 654
2019
Q2 		$14.4K Hold
101
– – ﹤0.01% 559
2019
Q1 		$13.4K Hold
101
– – ﹤0.01% 556
2018
Q4 		$10.8K Hold
101
– – ﹤0.01% 580
2018
Q3 		$12K Hold
101
– – ﹤0.01% 590
2018
Q2 		$14.8K Hold
101
– – ﹤0.01% 563
2018
Q1 		$15.5K Buy
+101
New +$16.9K ﹤0.01% 561

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

Bartlett & Co Wealth Management's WHR Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Whirlpool (WHR) stake by 78% in Q2 2026, selling an estimated $656 and leaving 4 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Bartlett & Co Wealth Management first reported a position in WHR in Q1 2018 and has held it in 28 quarters since. The position peaked at $298K in Q2 2023. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Bartlett & Co Wealth Management held 4 shares of Whirlpool worth $158 as of Q2 2026.
  • Bartlett & Co Wealth Management sold 14 Whirlpool shares in Q2 2026, an estimated $656.
  • Whirlpool made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1291 holding.
  • Bartlett & Co Wealth Management first reported a position in Whirlpool in Q1 2018 and has held it in 28 quarters since.
  • Bartlett & Co Wealth Management's Whirlpool position peaked at $298K in Q2 2023.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.