Creative Planning
WHR icon

Creative Planning’s Whirlpool WHR Stock Holding History

Creative Planning’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
Q1 		$1.02M Buy
18,886
+3,229
+21% +$237K ﹤0.01% 2438
2025
Q4 		$1.13M Buy
15,657
+3,652
+30% +$270K ﹤0.01% 2184
2025
Q3 		$944K Buy
12,005
+2,229
+23% +$205K ﹤0.01% 2162
2025
Q2 		$992K Buy
9,776
+157
+2% +$13.1K ﹤0.01% 1850
2025
Q1 		$867K Sell
9,619
-2,460
-20% -$261K ﹤0.01% 1829
2024
Q4 		$1.38M Buy
12,079
+1,171
+11% +$129K ﹤0.01% 1399
2024
Q3 		$1.17M Sell
10,908
-312
-3% -$31.4K ﹤0.01% 1407
2024
Q2 		$1.15M Buy
11,220
+6,305
+128% +$614K ﹤0.01% 1306
2024
Q1 		$588K Buy
4,915
+557
+13% +$62.1K ﹤0.01% 1733
2023
Q4 		$531K Sell
4,358
-1,413
-24% -$165K ﹤0.01% 1676
2023
Q3 		$772K Buy
5,771
+797
+16% +$113K ﹤0.01% 1291
2023
Q2 		$740K Buy
4,974
+1,146
+30% +$157K ﹤0.01% 1296
2023
Q1 		$505K Sell
3,828
-372
-9% -$53K ﹤0.01% 1456
2022
Q4 		$594K Sell
4,200
-27
-0.6% -$3.84K ﹤0.01% 1330
2022
Q3 		$570K Buy
4,227
+14
+0.3% +$2.23K ﹤0.01% 1252
2022
Q2 		$652K Buy
4,213
+224
+6% +$39K ﹤0.01% 1170
2022
Q1 		$689K Sell
3,989
-220
-5% -$44.6K ﹤0.01% 1164
2021
Q4 		$988K Buy
4,209
+193
+5% +$42.4K ﹤0.01% 965
2021
Q3 		$819K Buy
4,016
+120
+3% +$26.3K ﹤0.01% 1044
2021
Q2 		$849K Sell
3,896
-475
-11% -$111K ﹤0.01% 1009
2021
Q1 		$963K Buy
4,371
+767
+21% +$152K ﹤0.01% 1048
2020
Q4 		$650K Buy
3,604
+649
+22% +$124K ﹤0.01% 1166
2020
Q3 		$543K Sell
2,955
-53
-2% -$8.81K ﹤0.01% 1099
2020
Q2 		$390K Sell
3,008
-717
-19% -$82.1K ﹤0.01% 1164
2020
Q1 		$320K Buy
3,725
+108
+3% +$14.2K ﹤0.01% 1156
2019
Q4 		$534K Buy
3,617
+411
+13% +$62.1K ﹤0.01% 1077
2019
Q3 		$508K Buy
3,206
+273
+9% +$39.2K ﹤0.01% 1054
2019
Q2 		$418K Sell
2,933
-55
-2% -$7.38K ﹤0.01% 1174
2019
Q1 		$397K Sell
2,988
-305
-9% -$40.3K ﹤0.01% 1171
2018
Q4 		$352K Sell
3,293
-5,506
-63% -$625K ﹤0.01% 1142
2018
Q3 		$1.04M Buy
8,799
+4,957
+129% +$657K ﹤0.01% 746
2018
Q2 		$562K Sell
3,842
-357
-9% -$54.2K ﹤0.01% 1009
2018
Q1 		$643K Sell
4,199
-127
-3% -$21.2K ﹤0.01% 954
2017
Q4 		$729K Buy
4,326
+1,062
+33% +$180K ﹤0.01% 873
2017
Q3 		$602K Sell
3,264
-10
-0.3% -$1.79K ﹤0.01% 960
2017
Q2 		$627K Sell
3,274
-575
-15% -$105K ﹤0.01% 906
2017
Q1 		$659K Sell
3,849
-650
-14% -$115K ﹤0.01% 837
2016
Q4 		$818K Sell
4,499
-301
-6% -$49.8K 0.01% 698
2016
Q3 		$778K Buy
4,800
+1,223
+34% +$217K 0.01% 695
2016
Q2 		$596K Buy
3,577
+739
+26% +$130K ﹤0.01% 704
2016
Q1 		$512K Buy
2,838
+221
+8% +$32.9K ﹤0.01% 743
2015
Q4 		$384K Sell
2,617
-290
-10% -$45K ﹤0.01% 882
2015
Q3 		$428K Buy
+2,907
New +$492K ﹤0.01% 795
2015
Q2 		– Sell
-3,192
Closed -$645K – 3019
2015
Q1 		$645K Buy
3,192
+370
+13% +$75.1K 0.01% 628
2014
Q4 		$547K Sell
2,822
-809
-22% -$139K 0.01% 667
2014
Q3 		$529K Buy
3,631
+1,384
+62% +$205K 0.01% 632
2014
Q2 		$313K Sell
2,247
-34
-1% -$4.99K ﹤0.01% 823
2014
Q1 		$341K Buy
2,281
+964
+73% +$140K 0.01% 771
2013
Q4 		$207K Buy
1,317
+490
+59% +$71.8K ﹤0.01% 849
2013
Q3 		$121K Buy
827
+310
+60% +$41K ﹤0.01% 1003
2013
Q2 		$59K Buy
+517
New +$62.7K ﹤0.01% 1296

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Creative Planning's WHR Position: Q1 2026 in Review

Creative Planning increased its Whirlpool (WHR) stake by 21% in Q1 2026, buying an estimated $237K and bringing the position to 18,886 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Creative Planning first reported a position in WHR in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.38M in Q4 2024. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Creative Planning held 18,886 shares of Whirlpool worth $1.02M as of Q1 2026.
  • Creative Planning bought 3,229 Whirlpool shares in Q1 2026, an estimated $237K.
  • Whirlpool made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2438 holding.
  • Creative Planning first reported a position in Whirlpool in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Whirlpool position peaked at $1.38M in Q4 2024.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.