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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
-2,500
Closed -$135K – 2218
2026
Q1 		$135K Buy
+2,500
New +$183K ﹤0.01% 1800

Other funds holding WHR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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. 156 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.
  • 156 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.