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Clearstead Advisors’s Whirlpool WHR Stock Holding History

Clearstead 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 		$12K Buy
304
+289
+1,927% +$13.5K ﹤0.01% 1928
2026
Q1 		$809 Sell
15
-168
-92% -$12.3K ﹤0.01% 2074
2025
Q4 		$13.2K Sell
183
-619
-77% -$45.7K ﹤0.01% 1822
2025
Q3 		$63K Buy
802
+3
+0.4% +$275 ﹤0.01% 1203
2025
Q2 		$81K Sell
799
-26
-3% -$2.16K ﹤0.01% 1127
2025
Q1 		$74.4K Hold
825
– – ﹤0.01% 1066
2024
Q4 		$94.4K Buy
825
+75
+10% +$8.28K ﹤0.01% 1040
2024
Q3 		$80.3K Hold
750
– – ﹤0.01% 1084
2024
Q2 		$76.7K Hold
750
– – ﹤0.01% 1061
2024
Q1 		$71.6K Sell
750
-87
-10% -$9.7K ﹤0.01% 682
2023
Q4 		$102K Hold
837
– – 0.01% 582
2023
Q3 		$112K Hold
837
– – 0.01% 539
2023
Q2 		$125K Sell
837
-22
-3% -$3.02K 0.01% 523
2023
Q1 		$113K Hold
859
– – 0.01% 489
2022
Q4 		$122K Sell
859
-3
-0.3% -$427 0.01% 463
2022
Q3 		$116K Buy
862
+3
+0.3% +$478 0.01% 453
2022
Q2 		$133K Buy
859
+22
+3% +$3.83K 0.01% 446
2022
Q1 		$145K Hold
837
– – 0.01% 470
2021
Q4 		$196K Sell
837
-11
-1% -$2.42K 0.01% 396
2021
Q3 		$173K Buy
848
+4
+0.5% +$877 0.01% 393
2021
Q2 		$184K Buy
844
+7
+0.8% +$1.63K 0.01% 357
2021
Q1 		$184K Hold
837
– – 0.02% 345
2020
Q4 		$151K Buy
837
+87
+12% +$16.7K 0.01% 355
2020
Q3 		$138K Hold
750
– – 0.01% 324
2020
Q2 		$97K Hold
750
– – 0.01% 351
2020
Q1 		$64K Buy
+750
New +$98.5K 0.01% 379

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

Clearstead Advisors's WHR Position: Q2 2026 in Review

Clearstead Advisors increased its Whirlpool (WHR) stake by 1,927% in Q2 2026, buying an estimated $13.5K and bringing the position to 304 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

Clearstead Advisors first reported a position in WHR in Q1 2020 and has held it in 26 quarters since. The position peaked at $196K in Q4 2021. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Clearstead Advisors held 304 shares of Whirlpool worth $12K as of Q2 2026.
  • Clearstead Advisors bought 289 Whirlpool shares in Q2 2026, an estimated $13.5K.
  • Whirlpool made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1928 holding.
  • Clearstead Advisors first reported a position in Whirlpool in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Whirlpool position peaked at $196K in Q4 2021.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.