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Cassaday & Co Wealth Management’s Whirlpool WHR Stock Holding History

Cassaday & Co Wealth 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 		– Sell
-5
Closed -$270 – 1438
2026
Q1 		$270 Buy
+5
New +$367 ﹤0.01% 1238

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Primecap Management
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AQR Capital Management
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RI
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Vanguard Portfolio Management
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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

Cassaday & Co Wealth Management's WHR Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 5 shares — an estimated $270 sold.

Cassaday & Co Wealth Management first reported a position in WHR in Q1 2026 and held it in 1 quarter. The position peaked at $270 in Q1 2026. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 5 Whirlpool shares in Q2 2026, an estimated $270.
  • Cassaday & Co Wealth Management first reported a position in Whirlpool in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Whirlpool position peaked at $270 in Q1 2026.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.