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
2015 Q2	–	Sell	-200	Closed	-$1K	–	3018
2015 Q1	$1K	Buy	+200	New	+$40.6K	﹤0.01%	4083

Other funds holding WHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's WHR Position: Q2 2026 in Review

Creative Planning increased its Whirlpool (WHR) stake by 164% in Q2 2026, buying an estimated $1.45M and bringing the position to 49,920 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Creative Planning first reported a position in WHR in Q2 2013 and has held it in 52 quarters since. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Creative Planning held 49,920 shares of Whirlpool worth $1.97M as of Q2 2026.
Creative Planning bought 31,034 Whirlpool shares in Q2 2026, an estimated $1.45M.
Whirlpool made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2102 holding.
Creative Planning first reported a position in Whirlpool in Q2 2013 and has held it in 52 quarters since.
459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.