EFS
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Essex Financial Services’s Whirlpool WHR Stock Holding History

Essex Financial 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 		$230K Sell
5,841
-706
-11% -$33.1K 0.01% 745
2026
Q1 		$353K Sell
6,547
-157
-2% -$11.5K 0.02% 559
2025
Q4 		$484K Buy
6,704
+373
+6% +$27.5K 0.03% 450
2025
Q3 		$498K Sell
6,331
-589
-9% -$54K 0.03% 429
2025
Q2 		$702K Sell
6,920
-195
-3% -$16.2K 0.05% 340
2025
Q1 		$641K Sell
7,115
-168
-2% -$17.8K 0.05% 329
2024
Q4 		$834K Sell
7,283
-538
-7% -$59.4K 0.06% 269
2024
Q3 		$800K Sell
7,821
-202
-3% -$20.3K 0.06% 289
2024
Q2 		$750K Buy
8,023
+2,087
+35% +$203K 0.06% 291
2024
Q1 		$710K Buy
5,936
+79
+1% +$8.81K 0.07% 259
2023
Q4 		$713K Buy
5,857
+1,878
+47% +$219K 0.07% 242
2023
Q3 		$532K Buy
3,979
+290
+8% +$41K 0.06% 266
2023
Q2 		$549K Buy
+3,689
New +$507K 0.06% 264
2017
Q4 		– Sell
-1,112
Closed -$205K – 296
2017
Q3 		$205K Sell
1,112
-3
-0.3% -$536 0.05% 258
2017
Q2 		$214K Buy
+1,115
New +$204K 0.05% 323
2017
Q1 		– Sell
-1,110
Closed -$202K – 342
2016
Q4 		$202K Buy
+1,110
New +$184K 0.04% 306
2016
Q2 		– Sell
-1,315
Closed -$237K – 323
2016
Q1 		$237K Buy
+1,315
New +$196K 0.06% 265

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Essex Financial Services's WHR Position: Q2 2026 in Review

Essex Financial Services reduced its Whirlpool (WHR) stake by 11% in Q2 2026, selling an estimated $33.1K and leaving 5,841 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #745.

Essex Financial Services first reported a position in WHR in Q1 2016 and has held it in 17 quarters since. The position peaked at $834K in Q4 2024. 235 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Essex Financial Services held 5,841 shares of Whirlpool worth $230K as of Q2 2026.
  • Essex Financial Services sold 706 Whirlpool shares in Q2 2026, an estimated $33.1K.
  • Whirlpool made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #745 holding.
  • Essex Financial Services first reported a position in Whirlpool in Q1 2016 and has held it in 17 quarters since.
  • Essex Financial Services's Whirlpool position peaked at $834K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

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