BFSG LLC’s Whirlpool WHR Stock Holding History

BFSG LLC’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	-20	Closed	-$1.08K	–	805
2026 Q1	$1.08K	Hold	20	–	–	﹤0.01%	699
2025 Q4	$1.44K	Buy	+20	New	+$1.48K	﹤0.01%	663

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 $3.37T AUM 44.26% 1-Year Est. Return

BFSG LLC's WHR Position: Q2 2026 in Review

BFSG LLC sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 20 shares — an estimated $1.08K sold.

BFSG LLC first reported a position in WHR in Q4 2025 and held it in 2 quarters. The position peaked at $1.44K in Q4 2025. 458 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

BFSG LLC reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
BFSG LLC sold 20 Whirlpool shares in Q2 2026, an estimated $1.08K.
BFSG LLC first reported a position in Whirlpool in Q4 2025 and held it in 2 quarters.
BFSG LLC's Whirlpool position peaked at $1.44K in Q4 2025.
458 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.