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Caption Management’s Whirlpool WHR Stock Holding History

Caption Management’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
2024
Q3 		– Sell
-35,000
Closed -$3.58M – 1616
2024
Q2 		$3.58M Buy
+35,000
New +$3.41M 0.06% 354
2020
Q3 		– Sell
-25,000
Closed -$3.24M – 1288
2020
Q2 		$3.24M Hold
25,000
– – 0.11% 258
2020
Q1 		$2.14M Buy
+25,000
New +$3.28M 0.12% 233

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

Caption Management's WHR Position: Q1 2026 in Review

Caption Management opened a new position in Whirlpool (WHR) in Q1 2026: 17,500 shares worth $944K. The stake represents 0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Caption Management previously reported a position in WHR as recently as Q1 2025.

Caption Management first reported a position in WHR in Q2 2020 and has held it in 3 quarters since. The position peaked at $2.48M in Q1 2025. 486 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Caption Management held 17,500 shares of Whirlpool worth $944K as of Q1 2026.
  • Whirlpool was a new Caption Management position in Q1 2026.
  • Whirlpool made up 0.01% of Caption Management's portfolio in Q1 2026, its #1039 holding.
  • Caption Management first reported a position in Whirlpool in Q2 2020 and has held it in 3 quarters since.
  • Caption Management's Whirlpool position peaked at $2.48M in Q1 2025.
  • 486 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.