CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Whirlpool WHR Stock Holding History

CAPTRUST Financial 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 		$748K Buy
18,978
+13,973
+279% +$655K ﹤0.01% 1900
2026
Q1 		$270K Buy
+5,005
New +$367K ﹤0.01% 2456
2025
Q3 		– Sell
-2,202
Closed -$223K – 2727
2025
Q2 		$223K Sell
2,202
-655
-23% -$54.5K ﹤0.01% 2224
2025
Q1 		$258K Sell
2,857
-1,383
-33% -$147K ﹤0.01% 2023
2024
Q4 		$485K Buy
4,240
+704
+20% +$77.7K ﹤0.01% 1622
2024
Q3 		$378K Buy
3,536
+532
+18% +$53.5K ﹤0.01% 1749
2024
Q2 		$307K Buy
3,004
+969
+48% +$94.4K ﹤0.01% 1797
2024
Q1 		$243K Sell
2,035
-2,659
-57% -$296K ﹤0.01% 1898
2023
Q4 		$572K Sell
4,694
-1,259
-21% -$147K ﹤0.01% 1652
2023
Q3 		$796K Sell
5,953
-410
-6% -$57.9K ﹤0.01% 1338
2023
Q2 		$947K Buy
6,363
+180
+3% +$24.7K ﹤0.01% 1243
2023
Q1 		$816K Sell
6,183
-163
-3% -$23.2K ﹤0.01% 1137
2022
Q4 		$898K Buy
6,346
+1,590
+33% +$226K ﹤0.01% 1034
2022
Q3 		$641K Sell
4,756
-523
-10% -$83.3K ﹤0.01% 1129
2022
Q2 		$818K Sell
5,279
-887
-14% -$154K 0.01% 936
2022
Q1 		$1.06M Sell
6,166
-432
-7% -$87.6K 0.01% 830
2021
Q4 		$1.55M Buy
6,598
+1,920
+41% +$422K 0.01% 638
2021
Q3 		$954K Buy
4,678
+924
+25% +$203K 0.01% 780
2021
Q2 		$818K Buy
3,754
+1,395
+59% +$325K 0.01% 801
2021
Q1 		$520K Buy
2,359
+1,546
+190% +$307K 0.01% 937
2020
Q4 		$147K Buy
813
+248
+44% +$47.5K ﹤0.01% 1330
2020
Q3 		$104K Buy
565
+27
+5% +$4.49K ﹤0.01% 1327
2020
Q2 		$68K Buy
+538
New +$61.6K ﹤0.01% 1502
2019
Q4 		– Sell
-293
Closed -$46K – 1810
2019
Q3 		$46K Sell
293
-8
-3% -$1.15K ﹤0.01% 1026
2019
Q2 		$43K Sell
301
-9
-3% -$1.21K ﹤0.01% 1026
2019
Q1 		$41K Buy
310
+190
+158% +$25.1K ﹤0.01% 970
2018
Q4 		$13K Buy
120
+20
+20% +$2.27K ﹤0.01% 1164
2018
Q3 		$12K Hold
100
– – ﹤0.01% 1185
2018
Q2 		$15K Buy
+100
New +$15.2K ﹤0.01% 1053

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

CAPTRUST Financial Advisors's WHR Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Whirlpool (WHR) stake by 279% in Q2 2026, buying an estimated $655K and bringing the position to 18,978 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

CAPTRUST Financial Advisors first reported a position in WHR in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.55M in Q4 2021. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • CAPTRUST Financial Advisors held 18,978 shares of Whirlpool worth $748K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 13,973 Whirlpool shares in Q2 2026, an estimated $655K.
  • Whirlpool made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1900 holding.
  • CAPTRUST Financial Advisors first reported a position in Whirlpool in Q2 2018 and has held it in 29 quarters since.
  • CAPTRUST Financial Advisors's Whirlpool position peaked at $1.55M in Q4 2021.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.