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Caprock Group’s Whirlpool WHR Stock Holding History

Caprock Group’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 		$1.28M Buy
32,407
+4,701
+17% +$220K 0.02% 550
2026
Q1 		$1.49M Buy
27,706
+21,007
+314% +$1.54M 0.04% 432
2025
Q4 		$483K Buy
+6,699
New +$495K 0.01% 840
2025
Q1 		$224K Sell
2,489
-2,282
-48% -$242K 0.01% 972
2024
Q4 		$546K Sell
4,771
-53
-1% -$5.85K 0.02% 592
2024
Q3 		$516K Sell
4,824
-283
-6% -$28.4K 0.02% 560
2024
Q2 		$522K Buy
+5,107
New +$498K 0.02% 527
2022
Q1 		– Sell
-1,096
Closed -$257K – 655
2021
Q4 		$257K Buy
+1,096
New +$241K 0.02% 481
2019
Q2 		– Sell
-2,360
Closed -$314K – 401
2019
Q1 		$314K Buy
+2,360
New +$312K 0.06% 254

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Caprock Group's WHR Position: Q2 2026 in Review

Caprock Group increased its Whirlpool (WHR) stake by 17% in Q2 2026, buying an estimated $220K and bringing the position to 32,407 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #550.

Caprock Group first reported a position in WHR in Q1 2019 and has held it in 9 quarters since. The position peaked at $1.49M in Q1 2026. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Caprock Group held 32,407 shares of Whirlpool worth $1.28M as of Q2 2026.
  • Caprock Group bought 4,701 Whirlpool shares in Q2 2026, an estimated $220K.
  • Whirlpool made up 0.02% of Caprock Group's portfolio in Q2 2026, its #550 holding.
  • Caprock Group first reported a position in Whirlpool in Q1 2019 and has held it in 9 quarters since.
  • Caprock Group's Whirlpool position peaked at $1.49M in Q1 2026.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.