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Capital Investment Advisors’s Whirlpool WHR Stock Holding History

Capital 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
Q1 		– Sell
-3,944
Closed -$285K – 785
2025
Q4 		$285K Buy
3,944
+280
+8% +$20.7K ﹤0.01% 618
2025
Q3 		$288K Buy
3,664
+585
+19% +$53.7K ﹤0.01% 603
2025
Q2 		$312K Buy
+3,079
New +$256K 0.01% 560
2018
Q2 		– Sell
-1,319
Closed -$202K – 507
2018
Q1 		$202K Buy
1,319
+26
+2% +$4.34K 0.01% 449
2017
Q4 		$218K Sell
1,293
-16,241
-93% -$2.75M 0.01% 433
2017
Q3 		$3.23M Buy
17,534
+843
+5% +$151K 0.22% 98
2017
Q2 		$3.2M Buy
+16,691
New +$3.05M 0.23% 99

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

Capital Investment Advisors's WHR Position: Q1 2026 in Review

Capital Investment Advisors sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 3,944 shares — an estimated $285K sold.

Capital Investment Advisors first reported a position in WHR in Q2 2017 and held it in 7 quarters. The position peaked at $3.23M in Q3 2017. 486 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Capital Investment Advisors reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • Capital Investment Advisors sold 3,944 Whirlpool shares in Q1 2026, an estimated $285K.
  • Capital Investment Advisors first reported a position in Whirlpool in Q2 2017 and held it in 7 quarters.
  • Capital Investment Advisors's Whirlpool position peaked at $3.23M in Q3 2017.
  • 486 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.