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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
Q2 		– Sell
-15,237
Closed -$833K – 1291
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 $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

Diversify Advisory Services's WHR Position: Q2 2026 in Review

Diversify Advisory Services sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 15,237 shares — an estimated $833K sold.

Diversify Advisory Services first reported a position in WHR in Q4 2024 and held it in 5 quarters. The position peaked at $1.34M in Q4 2025. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Diversify Advisory Services reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 15,237 Whirlpool shares in Q2 2026, an estimated $833K.
  • Diversify Advisory Services first reported a position in Whirlpool in Q4 2024 and held it in 5 quarters.
  • Diversify Advisory Services's Whirlpool position peaked at $1.34M in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.