Clearstead Trust’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.05K | Buy |
+128
| New | +$6K | ﹤0.01% | 775 |
|
|
2026
Q1 | – | Sell |
-95
| Closed | -$6.85K | – | 1045 |
|
|
2025
Q4 | $6.85K | Buy |
95
+11
| +13% | +$812 | ﹤0.01% | 687 |
|
|
2025
Q3 | $6.6K | Sell |
84
-19
| -18% | -$1.74K | ﹤0.01% | 695 |
|
|
2025
Q2 | $10.4K | Buy |
103
+84
| +442% | +$6.99K | ﹤0.01% | 580 |
|
|
2025
Q1 | $1.71K | Buy |
+19
| New | +$2.02K | ﹤0.01% | 785 |
|
|
2024
Q1 | – | Sell |
-12
| Closed | -$1.46K | – | 447 |
|
|
2023
Q4 | $1.46K | Hold |
12
| – | – | ﹤0.01% | 395 |
|
|
2023
Q3 | $1.6K | Buy |
+12
| New | +$1.7K | ﹤0.01% | 421 |
|
|
2023
Q2 | – | Sell |
-891
| Closed | -$118K | – | 403 |
|
|
2023
Q1 | $118K | Sell |
891
-9
| -1% | -$1.28K | 0.04% | 172 |
|
|
2022
Q4 | $127K | Hold |
900
| – | – | 0.04% | 169 |
|
|
2022
Q3 | $121K | Hold |
900
| – | – | 0.04% | 169 |
|
|
2022
Q2 | $139K | Hold |
900
| – | – | 0.11% | 91 |
|
|
2022
Q1 | $156K | Hold |
900
| – | – | 0.1% | 98 |
|
|
2021
Q4 | $211K | Hold |
900
| – | – | 0.12% | 89 |
|
|
2021
Q3 | $183K | Hold |
900
| – | – | 0.12% | 93 |
|
|
2021
Q2 | $196K | Hold |
900
| – | – | 0.13% | 90 |
|
|
2021
Q1 | $198K | Hold |
900
| – | – | 0.15% | 84 |
|
|
2020
Q4 | $162K | Hold |
900
| – | – | 0.1% | 103 |
|
|
2020
Q3 | $166K | Hold |
900
| – | – | 0.13% | 90 |
|
|
2020
Q2 | $117K | Hold |
900
| – | – | 0.1% | 97 |
|
|
2020
Q1 | $77K | Hold |
900
| – | – | 0.07% | 110 |
|
|
2019
Q4 | $133K | Hold |
900
| – | – | 0.1% | 106 |
|
|
2019
Q3 | $143K | Hold |
900
| – | – | 0.11% | 101 |
|
|
2019
Q2 | $128K | Hold |
900
| – | – | 0.1% | 107 |
|
|
2019
Q1 | $120K | Hold |
900
| – | – | 0.1% | 108 |
|
|
2018
Q4 | $96K | Hold |
900
| – | – | 0.09% | 121 |
|
|
2018
Q3 | $107K | Sell |
900
-565
| -39% | -$74.9K | 0.08% | 112 |
|
|
2018
Q2 | $214K | Buy |
1,465
+465
| +47% | +$70.7K | 0.19% | 91 |
|
|
2018
Q1 | $153K | Sell |
1,000
-465
| -32% | -$77.7K | 0.13% | 99 |
|
|
2017
Q4 | $247K | Sell |
1,465
-89
| -6% | -$15.1K | 0.17% | 96 |
|
|
2017
Q3 | $287K | Hold |
1,554
| – | – | 0.21% | 97 |
|
|
2017
Q2 | $279K | Buy |
1,554
+554
| +55% | +$101K | 0.22% | 83 |
|
|
2017
Q1 | $171K | Hold |
1,000
| – | – | 0.14% | 96 |
|
|
2016
Q4 | $182K | Buy |
+1,000
| New | +$166K | 0.16% | 99 |
|
Other funds holding WHR
RI
Clearstead Trust's WHR Position: Q2 2026 in Review
Clearstead Trust opened a new position in Whirlpool (WHR) in Q2 2026: 128 shares worth $5.05K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in WHR as recently as Q4 2025.
Clearstead Trust first reported a position in WHR in Q4 2016 and has held it in 33 quarters since. The position peaked at $287K in Q3 2017. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.
- Clearstead Trust held 128 shares of Whirlpool worth $5.05K as of Q2 2026.
- Whirlpool was a new Clearstead Trust position in Q2 2026.
- Whirlpool made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #775 holding.
- Clearstead Trust first reported a position in Whirlpool in Q4 2016 and has held it in 33 quarters since.
- Clearstead Trust's Whirlpool position peaked at $287K in Q3 2017.
- 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.
Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.