Bell Investment Advisors’s Whirlpool WHR Stock Holding History

Bell Investment 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 Q2	$474	Buy	+12	New	+$562	﹤0.01%	1743
2024 Q4	–	Sell	-11	Closed	-$1.18K	–	1957
2024 Q3	$1.18K	Hold	11	–	–	﹤0.01%	1542
2024 Q2	$1.13K	Hold	11	–	–	﹤0.01%	1577
2024 Q1	$1.32K	Sell	11 -8	-42%	-$892	﹤0.01%	1513
2023 Q4	$2.31K	Sell	19 -8	-30%	-$932	﹤0.01%	1263
2023 Q3	$3.61K	Sell	27 -4	-13%	-$565	﹤0.01%	980
2023 Q2	$4.61K	Hold	31	–	–	﹤0.01%	862
2023 Q1	$4.09K	Buy	31 +4	+15%	+$570	﹤0.01%	872
2022 Q4	$3.82K	Buy	27 +11	+69%	+$1.56K	﹤0.01%	950
2022 Q3	$2K	Buy	16 +8	+100%	+$1.27K	﹤0.01%	1249
2022 Q2	$1K	Buy	+8	New	+$1.39K	﹤0.01%	1655
2021 Q4	$4K	Hold	18	–	–	﹤0.01%	914
2021 Q3	$4K	Buy	+18	New	+$3.95K	﹤0.01%	845

Other funds holding WHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bell Investment Advisors's WHR Position: Q2 2026 in Review

Bell Investment Advisors opened a new position in Whirlpool (WHR) in Q2 2026: 12 shares worth $474. The stake represents ﹤0.01% of the portfolio and ranks #1743 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in WHR as recently as Q3 2024.

Bell Investment Advisors first reported a position in WHR in Q3 2021 and has held it in 13 quarters since. The position peaked at $4.61K in Q2 2023. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Bell Investment Advisors held 12 shares of Whirlpool worth $474 as of Q2 2026.
Whirlpool was a new Bell Investment Advisors position in Q2 2026.
Whirlpool made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1743 holding.
Bell Investment Advisors first reported a position in Whirlpool in Q3 2021 and has held it in 13 quarters since.
Bell Investment Advisors's Whirlpool position peaked at $4.61K in Q2 2023.
461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.