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

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.