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Brinker Capital Investments’s Whirlpool WHR Stock Holding History

Brinker Capital Investments’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
Q1 		$844K Sell
15,645
-482
-3% -$35.4K 0.01% 1210
2025
Q4 		$1.16M Buy
16,127
+1,013
+7% +$74.8K 0.01% 1161
2025
Q3 		$1.19M Buy
15,114
+5,363
+55% +$492K 0.01% 1131
2025
Q2 		$989K Buy
9,751
+1,649
+20% +$137K 0.01% 1196
2025
Q1 		$730K Buy
8,102
+727
+10% +$77.1K 0.01% 1228
2024
Q4 		$844K Buy
7,375
+1,420
+24% +$157K 0.01% 1136
2024
Q3 		$637K Buy
5,955
+1,209
+25% +$122K 0.01% 1244
2024
Q2 		$485K Buy
+4,746
New +$462K 0.01% 1282
2022
Q2 		– Sell
-1,166
Closed -$201K – 1432
2022
Q1 		$201K Sell
1,166
-22
-2% -$4.46K ﹤0.01% 1349
2021
Q4 		$279K Buy
1,188
+214
+22% +$47K ﹤0.01% 1277
2021
Q3 		$212K Hold
974
– – ﹤0.01% 1244
2021
Q2 		$212K Buy
+974
New +$227K ﹤0.01% 1297
2016
Q4 		– Sell
-1,356
Closed -$220K – 660
2016
Q3 		$220K Buy
1,356
+80
+6% +$14.2K 0.01% 252
2016
Q2 		$213K Buy
1,276
+38
+3% +$6.71K 0.01% 257
2016
Q1 		$223K Buy
1,238
+1,237
+123,700% +$184K 0.01% 260
2015
Q4 		$0 Buy
+1
New +$155 ﹤0.01% 741
2015
Q2 		– Sell
-1,545
Closed -$312K – 450
2015
Q1 		$312K Buy
1,545
+1,239
+405% +$252K 0.01% 247
2014
Q4 		$59K Buy
+306
New +$52.5K ﹤0.01% 300

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Brinker Capital Investments's WHR Position: Q1 2026 in Review

Brinker Capital Investments reduced its Whirlpool (WHR) stake by 3% in Q1 2026, selling an estimated $35.4K and leaving 15,645 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #1210.

Brinker Capital Investments first reported a position in WHR in Q4 2014 and has held it in 18 quarters since. The position peaked at $1.19M in Q3 2025. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Brinker Capital Investments held 15,645 shares of Whirlpool worth $844K as of Q1 2026.
  • Brinker Capital Investments sold 482 Whirlpool shares in Q1 2026, an estimated $35.4K.
  • Whirlpool made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1210 holding.
  • Brinker Capital Investments first reported a position in Whirlpool in Q4 2014 and has held it in 18 quarters since.
  • Brinker Capital Investments's Whirlpool position peaked at $1.19M in Q3 2025.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.