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Daymark Wealth Partners’s Whirlpool WHR Stock Holding History

Daymark Wealth Partners’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 		$421K Buy
10,674
+622
+6% +$29.1K 0.01% 525
2026
Q1 		$542K Sell
10,052
-312
-3% -$22.9K 0.02% 406
2025
Q4 		$748K Hold
10,364
– – 0.02% 325
2025
Q3 		$815K Sell
10,364
-300
-3% -$27.5K 0.03% 302
2025
Q2 		$1.08M Hold
10,664
– – 0.04% 254
2025
Q1 		$961K Sell
10,664
-2,113
-17% -$224K 0.04% 246
2024
Q4 		$1.46M Hold
12,777
– – 0.06% 193
2024
Q3 		$1.37M Sell
12,777
-850
-6% -$85.4K 0.06% 203
2024
Q2 		$1.39M Sell
13,627
-350
-3% -$34.1K 0.06% 196
2024
Q1 		$1.67M Sell
13,977
-325
-2% -$36.2K 0.09% 145
2023
Q4 		$1.74M Sell
14,302
-5,291
-27% -$616K 0.11% 137
2023
Q3 		$2.62M Buy
19,593
+2,016
+11% +$285K 0.18% 103
2023
Q2 		$2.62M Buy
+17,577
New +$2.41M 0.19% 101

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

Daymark Wealth Partners's WHR Position: Q2 2026 in Review

Daymark Wealth Partners increased its Whirlpool (WHR) stake by 6.2% in Q2 2026, buying an estimated $29.1K and bringing the position to 10,674 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #525.

Daymark Wealth Partners first reported a position in WHR in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.62M in Q3 2023. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Daymark Wealth Partners held 10,674 shares of Whirlpool worth $421K as of Q2 2026.
  • Daymark Wealth Partners bought 622 Whirlpool shares in Q2 2026, an estimated $29.1K.
  • Whirlpool made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #525 holding.
  • Daymark Wealth Partners first reported a position in Whirlpool in Q2 2023 and has held it in 13 quarters since.
  • Daymark Wealth Partners's Whirlpool position peaked at $2.62M in Q3 2023.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.