Bogart Wealth LLC’s Whirlpool WHR Stock Holding History

Bogart Wealth 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	$14.3K	Sell	362 -20	-5%	-$937	﹤0.01%	905
2026 Q1	$20.6K	Hold	382	–	–	﹤0.01%	718
2025 Q4	$27.6K	Sell	382 -1	-0.3%	-$74	﹤0.01%	601
2025 Q3	$30.1K	Sell	383 -128	-25%	-$11.7K	﹤0.01%	560
2025 Q2	$51.8K	Buy	511 +228	+81%	+$19K	﹤0.01%	444
2025 Q1	$25.5K	Buy	283 +1	+0.4%	+$106	﹤0.01%	536
2024 Q4	$32.3K	Buy	282 +150	+114%	+$16.6K	﹤0.01%	488
2024 Q3	$14.1K	Buy	132 +92	+230%	+$9.25K	﹤0.01%	612
2024 Q2	$4.11K	Buy	40 +1	+3%	+$97	﹤0.01%	825
2024 Q1	$4.72K	Hold	39	–	–	﹤0.01%	776
2023 Q4	$4.72K	Sell	39 -20	-34%	-$2.33K	﹤0.01%	759
2023 Q3	$7.92K	Buy	59 +1	+2%	+$141	﹤0.01%	640
2023 Q2	$8.7K	Hold	58	–	–	﹤0.01%	612
2023 Q1	$7.63K	Buy	58 +29	+100%	+$4.13K	﹤0.01%	644
2022 Q4	$4.1K	Sell	29 -28	-49%	-$3.98K	﹤0.01%	701
2022 Q3	$8K	Hold	57	–	–	﹤0.01%	612
2022 Q2	$9K	Buy	+57	New	+$9.91K	﹤0.01%	565

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

Bogart Wealth LLC's WHR Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Whirlpool (WHR) stake by 5.2% in Q2 2026, selling an estimated $937 and leaving 362 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Bogart Wealth LLC first reported a position in WHR in Q2 2022 and has held it in 17 quarters since. The position peaked at $51.8K in Q2 2025. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Bogart Wealth LLC held 362 shares of Whirlpool worth $14.3K as of Q2 2026.
Bogart Wealth LLC sold 20 Whirlpool shares in Q2 2026, an estimated $937.
Whirlpool made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #905 holding.
Bogart Wealth LLC first reported a position in Whirlpool in Q2 2022 and has held it in 17 quarters since.
Bogart Wealth LLC's Whirlpool position peaked at $51.8K in Q2 2025.
461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.