Curio Wealth’s Whirlpool WHR Stock Holding History

Curio Wealth’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	Closed	-$54	–	1159
2026 Q1	$54	Buy	+1	New	+$73	﹤0.01%	1117
2025 Q2	–	Sell	-1	Closed	-$28.9K	–	402
2025 Q1	$28.9K	Buy	+1	New	+$106	0.02%	156

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

Curio Wealth's WHR Position: Q2 2026 in Review

Curio Wealth sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 1 share — an estimated $54 sold.

Curio Wealth first reported a position in WHR in Q1 2025 and held it in 2 quarters. The position peaked at $28.9K in Q1 2025. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Curio Wealth reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Whirlpool share in Q2 2026, an estimated $54.
Curio Wealth first reported a position in Whirlpool in Q1 2025 and held it in 2 quarters.
Curio Wealth's Whirlpool position peaked at $28.9K in Q1 2025.
457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.