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Concurrent Investment Advisors’s Whirlpool WHR Stock Holding History

Concurrent Investment 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 		– Sell
-1,609
Closed -$86.8K – 2219
2026
Q1 		$86.8K Buy
+1,609
New +$118K ﹤0.01% 1834

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

Concurrent Investment Advisors's WHR Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 1,609 shares — an estimated $86.8K sold.

Concurrent Investment Advisors first reported a position in WHR in Q1 2026 and held it in 1 quarter. The position peaked at $86.8K in Q1 2026. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,609 Whirlpool shares in Q2 2026, an estimated $86.8K.
  • Concurrent Investment Advisors first reported a position in Whirlpool in Q1 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's Whirlpool position peaked at $86.8K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.