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Diversify Advisory Services’s Whirlpool WHR Stock Holding History

Diversify Advisory Services’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
Q1 		$833K Sell
15,237
-130
-0.8% -$9.54K 0.13% 81
2025
Q4 		$1.34M Buy
15,367
+7,157
+87% +$528K 0.04% 309
2025
Q3 		$582K Sell
8,210
-4,082
-33% -$375K 0.02% 517
2025
Q2 		$1.05M Buy
+12,292
New +$1.02M 0.04% 314
2025
Q1 		– Sell
-1,958
Closed -$231K – 699
2024
Q4 		$231K Buy
+1,958
New +$216K 0.01% 553

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

Diversify Advisory Services's WHR Position: Q1 2026 in Review

Diversify Advisory Services reduced its Whirlpool (WHR) stake by 0.85% in Q1 2026, selling an estimated $9.54K and leaving 15,237 shares worth $833K. The position accounts for 0.13% of the portfolio, ranked #81.

Diversify Advisory Services first reported a position in WHR in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2025. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Diversify Advisory Services held 15,237 shares of Whirlpool worth $833K as of Q1 2026.
  • Diversify Advisory Services sold 130 Whirlpool shares in Q1 2026, an estimated $9.54K.
  • Whirlpool made up 0.13% of Diversify Advisory Services's portfolio in Q1 2026, its #81 holding.
  • Diversify Advisory Services first reported a position in Whirlpool in Q4 2024 and has held it in 5 quarters since.
  • Diversify Advisory Services's Whirlpool position peaked at $1.34M in Q4 2025.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.