Edgestream Partners’s Whirlpool WHR Stock Holding History

Edgestream 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	$292K	Buy	+7,403	New	+$347K	0.01%	867
2026 Q1	–	Sell	-7,837	Closed	-$565K	–	1144
2025 Q4	$565K	Buy	+7,837	New	+$579K	0.02%	797
2025 Q2	–	Sell	-6,502	Closed	-$586K	–	1088
2025 Q1	$586K	Buy	+6,502	New	+$689K	0.02%	680
2020 Q4	–	Sell	-13,475	Closed	-$2.48M	–	433
2020 Q3	$2.48M	Sell	13,475 -6,957	-34%	-$1.16M	0.16%	174
2020 Q2	$2.65M	Sell	20,432 -12,055	-37%	-$1.38M	0.14%	172
2020 Q1	$2.79M	Sell	32,487 -5,133	-14%	-$674K	0.26%	113
2019 Q4	$5.55M	Buy	+37,620	New	+$5.68M	0.29%	107

Other funds holding WHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgestream Partners's WHR Position: Q2 2026 in Review

Edgestream Partners opened a new position in Whirlpool (WHR) in Q2 2026: 7,403 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in WHR as recently as Q4 2025.

Edgestream Partners first reported a position in WHR in Q4 2019 and has held it in 7 quarters since. The position peaked at $5.55M in Q4 2019. 458 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Edgestream Partners held 7,403 shares of Whirlpool worth $292K as of Q2 2026.
Whirlpool was a new Edgestream Partners position in Q2 2026.
Whirlpool made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #867 holding.
Edgestream Partners first reported a position in Whirlpool in Q4 2019 and has held it in 7 quarters since.
Edgestream Partners's Whirlpool position peaked at $5.55M in Q4 2019.
458 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.