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Collier Financial’s Whirlpool WHR Stock Holding History

Collier Financial’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 		$51 Hold
1
– – ﹤0.01% 141
2026
Q1 		$70 Hold
1
– – ﹤0.01% 136
2025
Q4 		$92 Hold
1
– – ﹤0.01% 130
2025
Q3 		$100 Buy
+1
New +$92 ﹤0.01% 131
2025
Q1 		$111 Hold
1
– – ﹤0.01% 126
2024
Q4 		$138 Buy
+1
New +$110 ﹤0.01% 112

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

Collier Financial's WHR Position: Q2 2026 in Review

Collier Financial held its Whirlpool (WHR) position steady in Q2 2026 at 1 share worth $51. The position accounts for ﹤0.01% of the portfolio, ranked #141.

Collier Financial first reported a position in WHR in Q4 2024 and has held it in 6 quarters since. The position peaked at $138 in Q4 2024. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Collier Financial held 1 share of Whirlpool worth $51 as of Q2 2026.
  • Collier Financial left its Whirlpool share count unchanged in Q2 2026.
  • Whirlpool made up ﹤0.01% of Collier Financial's portfolio in Q2 2026, its #141 holding.
  • Collier Financial first reported a position in Whirlpool in Q4 2024 and has held it in 6 quarters since.
  • Collier Financial's Whirlpool position peaked at $138 in Q4 2024.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.