Capstone Investment Advisors
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Capstone Investment Advisors’s Whirlpool WHR Stock Holding History

Capstone 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
Q2 		$1.27M Buy
+32,318
New +$1.51M ﹤0.01% 866
2024
Q4 		– Sell
-99
Closed -$10.9K – 2033
2024
Q3 		$10.6K Sell
99
-754
-88% -$75.8K ﹤0.01% 1867
2024
Q2 		$87.2K Buy
+853
New +$83.1K ﹤0.01% 1906
2024
Q1 		– Sell
-1,628
Closed -$181K – 2574
2023
Q4 		$198K Sell
1,628
-194
-11% -$22.6K ﹤0.01% 1796
2023
Q3 		$244K Buy
1,822
+1,340
+278% +$189K ﹤0.01% 1715
2023
Q2 		$71.7K Buy
482
+35
+8% +$4.81K ﹤0.01% 1739
2023
Q1 		$59K Sell
447
-951
-68% -$135K ﹤0.01% 1408
2022
Q4 		$198K Sell
1,398
-9,778
-87% -$1.39M ﹤0.01% 1307
2022
Q3 		$1.51M Buy
11,176
+4,982
+80% +$793K 0.01% 873
2022
Q2 		$959K Sell
6,194
-5,440
-47% -$946K ﹤0.01% 1042
2022
Q1 		$2.01M Buy
11,634
+11,424
+5,440% +$2.32M 0.01% 1047
2021
Q4 		$49K Sell
210
-3,124
-94% -$686K ﹤0.01% 1737
2021
Q3 		$680K Buy
3,334
+1,518
+84% +$333K ﹤0.01% 1509
2021
Q2 		$396K Buy
+1,816
New +$423K ﹤0.01% 1425
2020
Q3 		– Sell
-5,716
Closed -$950K – 1467
2020
Q2 		$740K Sell
5,716
-17,367
-75% -$1.99M ﹤0.01% 990
2020
Q1 		$1.98M Buy
23,083
+19,312
+512% +$2.54M 0.03% 526
2019
Q4 		$556K Buy
+3,771
New +$569K ﹤0.01% 1123
2017
Q4 		– Sell
-1,095
Closed -$201K – 677
2017
Q3 		$201K Buy
+1,095
New +$196K 0.01% 478
2017
Q2 		– Sell
-12,000
Closed -$2.06M – 968
2017
Q1 		$2.06M Buy
+12,000
New +$2.13M 0.05% 280
2016
Q4 		– Sell
-18,346
Closed -$2.97M – 1129
2016
Q3 		$2.97M Buy
18,346
+16,746
+1,047% +$2.97M 0.07% 195
2016
Q2 		$266K Buy
+1,600
New +$282K 0.01% 582

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 $3.38T AUM 44.17% 1-Year Est. Return

Capstone Investment Advisors's WHR Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Whirlpool (WHR) in Q2 2026: 32,318 shares worth $1.27M. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in WHR as recently as Q3 2024.

Capstone Investment Advisors first reported a position in WHR in Q2 2016 and has held it in 21 quarters since. The position peaked at $2.97M in Q3 2016. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Capstone Investment Advisors held 32,318 shares of Whirlpool worth $1.27M as of Q2 2026.
  • Whirlpool was a new Capstone Investment Advisors position in Q2 2026.
  • Whirlpool made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #866 holding.
  • Capstone Investment Advisors first reported a position in Whirlpool in Q2 2016 and has held it in 21 quarters since.
  • Capstone Investment Advisors's Whirlpool position peaked at $2.97M in Q3 2016.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.