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Carson Advisory’s Whirlpool WHR Stock Holding History

Carson Advisory’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 		$345K Sell
8,750
-300
-3% -$14.1K 0.16% 127
2026
Q1 		$488K Sell
9,050
-400
-4% -$29.4K 0.25% 86
2025
Q4 		$682K Sell
9,450
-650
-6% -$48K 0.35% 67
2025
Q3 		$794K Sell
10,100
-500
-5% -$45.9K 0.43% 56
2025
Q2 		$1.08M Buy
10,600
+1,875
+21% +$156K 0.68% 36
2025
Q1 		$786K Hold
8,725
– – 0.53% 55
2024
Q4 		$999K Buy
8,725
+310
+4% +$34.2K 0.69% 37
2024
Q3 		$900K Buy
8,415
+370
+5% +$37.2K 0.57% 48
2024
Q2 		$822K Sell
8,045
-20
-0.2% -$1.95K 0.58% 48
2024
Q1 		$965K Buy
8,065
+815
+11% +$90.9K 0.68% 40
2023
Q4 		$883K Sell
7,250
-685
-9% -$79.8K 0.69% 39
2023
Q3 		$1.06M Sell
7,935
-300
-4% -$42.4K 0.93% 30
2023
Q2 		$1.23M Buy
8,235
+845
+11% +$116K 1.04% 25
2023
Q1 		$976K Buy
7,390
+825
+13% +$117K 0.87% 31
2022
Q4 		$929K Sell
6,565
-170
-3% -$24.2K 0.89% 33
2022
Q3 		$908K Buy
6,735
+525
+8% +$83.6K 1.01% 28
2022
Q2 		$962K Buy
6,210
+2,625
+73% +$456K 1.07% 24
2022
Q1 		$619K Buy
3,585
+400
+13% +$81.1K 0.62% 48
2021
Q4 		$747K Buy
+3,185
New +$699K 0.76% 40

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

Carson Advisory's WHR Position: Q2 2026 in Review

Carson Advisory reduced its Whirlpool (WHR) stake by 3.3% in Q2 2026, selling an estimated $14.1K and leaving 8,750 shares worth $345K. The position accounts for 0.16% of the portfolio, ranked #127.

Carson Advisory first reported a position in WHR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q2 2023. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Carson Advisory held 8,750 shares of Whirlpool worth $345K as of Q2 2026.
  • Carson Advisory sold 300 Whirlpool shares in Q2 2026, an estimated $14.1K.
  • Whirlpool made up 0.16% of Carson Advisory's portfolio in Q2 2026, its #127 holding.
  • Carson Advisory first reported a position in Whirlpool in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Whirlpool position peaked at $1.23M in Q2 2023.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.