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Belpointe Asset Management’s Whirlpool WHR Stock Holding History

Belpointe Asset 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 		$555K Buy
14,090
+8,236
+141% +$386K 0.02% 692
2026
Q1 		$316K Buy
+5,854
New +$430K 0.01% 844
2025
Q2 		– Sell
-4,977
Closed -$449K – 1033
2025
Q1 		$449K Sell
4,977
-7,259
-59% -$770K 0.02% 599
2024
Q4 		$1.23M Buy
12,236
+473
+4% +$52.2K 0.07% 261
2024
Q3 		$1.26M Sell
11,763
-884
-7% -$88.9K 0.08% 259
2024
Q2 		$1.29M Buy
12,647
+5,024
+66% +$490K 0.09% 211
2024
Q1 		$912K Buy
7,623
+5,058
+197% +$564K 0.07% 294
2023
Q4 		$312K Sell
2,565
-998
-28% -$116K 0.03% 508
2023
Q3 		$476K Buy
3,563
+908
+34% +$128K 0.05% 348
2023
Q2 		$395K Sell
2,655
-577
-18% -$79.2K 0.04% 363
2023
Q1 		$427K Sell
3,232
-265
-8% -$37.7K 0.02% 615
2022
Q4 		$495K Sell
3,497
-325
-9% -$46.2K 0.03% 546
2022
Q3 		$515K Buy
3,822
+211
+6% +$33.6K 0.03% 494
2022
Q2 		$559K Buy
+3,611
New +$628K 0.04% 443

Other funds holding WHR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Belpointe Asset Management's WHR Position: Q2 2026 in Review

Belpointe Asset Management increased its Whirlpool (WHR) stake by 141% in Q2 2026, buying an estimated $386K and bringing the position to 14,090 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #692.

Belpointe Asset Management first reported a position in WHR in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.29M in Q2 2024. 148 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Belpointe Asset Management held 14,090 shares of Whirlpool worth $555K as of Q2 2026.
  • Belpointe Asset Management bought 8,236 Whirlpool shares in Q2 2026, an estimated $386K.
  • Whirlpool made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #692 holding.
  • Belpointe Asset Management first reported a position in Whirlpool in Q2 2022 and has held it in 14 quarters since.
  • Belpointe Asset Management's Whirlpool position peaked at $1.29M in Q2 2024.
  • 148 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.