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Donaldson Capital Management’s Whirlpool WHR Stock Holding History

Donaldson Capital 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 		– Sell
-8,597
Closed -$464K – 322
2026
Q1 		$464K Buy
8,597
+639
+8% +$46.9K 0.02% 183
2025
Q4 		$574K Sell
7,958
-709
-8% -$52.3K 0.02% 167
2025
Q3 		$681K Buy
8,667
+771
+10% +$70.8K 0.02% 160
2025
Q2 		$801K Buy
7,896
+429
+6% +$35.7K 0.03% 149
2025
Q1 		$673K Buy
7,467
+1,171
+19% +$124K 0.03% 153
2024
Q4 		$721K Buy
6,296
+41
+0.7% +$4.52K 0.03% 153
2024
Q3 		$669K Sell
6,255
-73
-1% -$7.34K 0.03% 155
2024
Q2 		$647K Sell
6,328
-214
-3% -$20.9K 0.03% 144
2024
Q1 		$783K Sell
6,542
-15
-0.2% -$1.67K 0.03% 135
2023
Q4 		$798K Sell
6,557
-136
-2% -$15.8K 0.04% 135
2023
Q3 		$895K Buy
6,693
+1,067
+19% +$151K 0.04% 128
2023
Q2 		$837K Buy
5,626
+161
+3% +$22.1K 0.04% 135
2023
Q1 		$721K Buy
5,465
+2,607
+91% +$371K 0.03% 138
2022
Q4 		$404K Buy
2,858
+126
+5% +$17.9K 0.02% 170
2022
Q3 		$368K Buy
+2,732
New +$435K 0.02% 174
2018
Q1 		– Sell
-11,284
Closed -$1.9M – 179
2017
Q4 		$1.9M Sell
11,284
-2,713
-19% -$460K 0.19% 68
2017
Q3 		$2.58M Buy
13,997
+483
+4% +$86.4K 0.27% 53
2017
Q2 		$2.59M Sell
13,514
-829
-6% -$152K 0.29% 49
2017
Q1 		$2.46M Sell
14,343
-212
-1% -$37.6K 0.29% 47
2016
Q4 		$2.65M Sell
14,555
-889
-6% -$147K 0.33% 46
2016
Q3 		$2.5M Buy
15,444
+1,497
+11% +$265K 0.33% 48
2016
Q2 		$2.32M Buy
13,947
+2,981
+27% +$526K 0.32% 50
2016
Q1 		$1.98M Buy
+10,966
New +$1.63M 0.28% 48

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

Donaldson Capital Management's WHR Position: Q2 2026 in Review

Donaldson Capital Management sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 8,597 shares — an estimated $464K sold.

Donaldson Capital Management first reported a position in WHR in Q1 2016 and held it in 23 quarters. The position peaked at $2.65M in Q4 2016. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Donaldson Capital Management reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Donaldson Capital Management sold 8,597 Whirlpool shares in Q2 2026, an estimated $464K.
  • Donaldson Capital Management first reported a position in Whirlpool in Q1 2016 and held it in 23 quarters.
  • Donaldson Capital Management's Whirlpool position peaked at $2.65M in Q4 2016.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.