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Dakota Wealth Management’s Whirlpool WHR Stock Holding History

Dakota Wealth Management’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 		$326K Buy
8,266
+1,380
+20% +$64.6K 0.01% 650
2026
Q1 		$371K Sell
6,886
-470
-6% -$34.5K 0.01% 609
2025
Q4 		$531K Sell
7,356
-435
-6% -$32.1K 0.01% 543
2025
Q3 		$612K Sell
7,791
-100
-1% -$9.18K 0.01% 446
2025
Q2 		$800K Buy
7,891
+1,260
+19% +$105K 0.02% 428
2025
Q1 		$598K Sell
6,631
-180
-3% -$19.1K 0.01% 481
2024
Q4 		$780K Sell
6,811
-584
-8% -$64.4K 0.02% 411
2024
Q3 		$791K Buy
7,395
+145
+2% +$14.6K 0.02% 413
2024
Q2 		$741K Buy
7,250
+725
+11% +$70.6K 0.02% 431
2024
Q1 		$781K Buy
6,525
+4,756
+269% +$530K 0.02% 411
2023
Q4 		$215K Sell
1,769
-18,093
-91% -$2.11M 0.01% 593
2023
Q3 		$2.66M Sell
19,862
-5,200
-21% -$734K 0.12% 170
2023
Q2 		$3.73M Buy
25,062
+1,967
+9% +$270K 0.18% 126
2023
Q1 		$3.05M Buy
+23,095
New +$3.29M 0.2% 118
2022
Q1 		– Sell
-1,286
Closed -$302K – 490
2021
Q4 		$302K Hold
1,286
– – 0.03% 304
2021
Q3 		$262K Sell
1,286
-17,990
-93% -$3.95M 0.03% 301
2021
Q2 		$4.2M Buy
19,276
+1,916
+11% +$446K 0.5% 54
2021
Q1 		$3.83M Buy
+17,360
New +$3.45M 0.5% 56
2020
Q1 		– Sell
-21,080
Closed -$3.11M – 327
2019
Q4 		$3.11M Buy
21,080
+8,977
+74% +$1.36M 0.5% 57
2019
Q3 		$1.92M Buy
+12,103
New +$1.74M 0.33% 81
2019
Q2 		– Sell
-30,122
Closed -$4M – 313
2019
Q1 		$4M Buy
30,122
+17,831
+145% +$2.36M 0.8% 33
2018
Q4 		$1.46M Buy
12,291
+45
+0.4% +$5.11K 0.33% 72
2018
Q3 		$1.45M Buy
+12,246
New +$1.62M 0.33% 76

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dakota Wealth Management's WHR Position: Q2 2026 in Review

Dakota Wealth Management increased its Whirlpool (WHR) stake by 20% in Q2 2026, buying an estimated $64.6K and bringing the position to 8,266 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #650.

Dakota Wealth Management first reported a position in WHR in Q3 2018 and has held it in 23 quarters since. The position peaked at $4.2M in Q2 2021. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Dakota Wealth Management held 8,266 shares of Whirlpool worth $326K as of Q2 2026.
  • Dakota Wealth Management bought 1,380 Whirlpool shares in Q2 2026, an estimated $64.6K.
  • Whirlpool made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #650 holding.
  • Dakota Wealth Management first reported a position in Whirlpool in Q3 2018 and has held it in 23 quarters since.
  • Dakota Wealth Management's Whirlpool position peaked at $4.2M in Q2 2021.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

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