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Bay Harbor Wealth Management’s Whirlpool WHR Stock Holding History

Bay Harbor 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 		– Sell
-1
Closed -$53 – 1346
2026
Q1 		$53 Hold
1
– – ﹤0.01% 1253
2025
Q4 		$72 Buy
+1
New +$74 ﹤0.01% 1234
2025
Q2 		– Sell
-1
Closed -$90 – 1305
2025
Q1 		$90 Buy
+1
New +$106 ﹤0.01% 899
2021
Q1 		– Sell
-35
Closed -$6K – 430
2020
Q4 		$6K Hold
35
– – ﹤0.01% 275
2020
Q3 		$6K Hold
35
– – ﹤0.01% 256
2020
Q2 		$5K Hold
35
– – ﹤0.01% 249
2020
Q1 		$3K Buy
35
+15
+75% +$1.97K ﹤0.01% 255
2019
Q4 		$3K Hold
20
– – ﹤0.01% 274
2019
Q3 		$3K Hold
20
– – ﹤0.01% 288
2019
Q2 		$3K Hold
20
– – ﹤0.01% 284
2019
Q1 		$3K Hold
20
– – ﹤0.01% 327
2018
Q4 		$2K Buy
+20
New +$2.27K ﹤0.01% 333

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

Bay Harbor Wealth Management's WHR Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 1 share — an estimated $53 sold.

Bay Harbor Wealth Management first reported a position in WHR in Q4 2018 and held it in 12 quarters. The position peaked at $6K in Q4 2020. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 Whirlpool share in Q2 2026, an estimated $53.
  • Bay Harbor Wealth Management first reported a position in Whirlpool in Q4 2018 and held it in 12 quarters.
  • Bay Harbor Wealth Management's Whirlpool position peaked at $6K in Q4 2020.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.