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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
2025
Q2 		– Sell
-50,000
Closed -$4.51M – 1948
2025
Q1 		$4.51M Buy
+50,000
New +$5.3M 0.04% 423
2024
Q3 		– Sell
-35,000
Closed -$3.58M – 1617
2024
Q2 		$3.58M Buy
+35,000
New +$3.41M 0.06% 355
2020
Q3 		– Sell
-27,000
Closed -$3.5M – 1290
2020
Q2 		$3.5M Buy
+27,000
New +$3.09M 0.12% 233

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

Caption Management's WHR Position: Q2 2026 in Review

Caption Management sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 17,500 shares — an estimated $820K sold.

Caption Management first reported a position in WHR in Q2 2020 and held it in 3 quarters. The position peaked at $2.48M in Q1 2025. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Caption Management reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Caption Management sold 17,500 Whirlpool shares in Q2 2026, an estimated $820K.
  • Caption Management first reported a position in Whirlpool in Q2 2020 and held it in 3 quarters.
  • Caption Management's Whirlpool position peaked at $2.48M in Q1 2025.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.