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Cardinal Point Capital Management’s Whirlpool WHR Stock Holding History

Cardinal Point Capital 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
2026
Q2 		$252K Buy
6,400
+2,400
+60% +$112K 0.01% 262
2026
Q1 		$216K Buy
+4,000
New +$294K 0.01% 275

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

Cardinal Point Capital Management's WHR Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Whirlpool (WHR) stake by 60% in Q2 2026, buying an estimated $112K and bringing the position to 6,400 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #262.

Cardinal Point Capital Management first reported a position in WHR in Q1 2026 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Cardinal Point Capital Management held 6,400 shares of Whirlpool worth $252K as of Q2 2026.
  • Cardinal Point Capital Management bought 2,400 Whirlpool shares in Q2 2026, an estimated $112K.
  • Whirlpool made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #262 holding.
  • Cardinal Point Capital Management first reported a position in Whirlpool in Q1 2026 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.