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EverSource Wealth Advisors’s Whirlpool WHR Stock Holding History

EverSource Wealth Advisors’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 		$66.8K Buy
1,695
+677
+67% +$31.7K ﹤0.01% 1599
2026
Q1 		$54.9K Buy
1,018
+774
+317% +$56.8K ﹤0.01% 1815
2025
Q4 		$17.6K Sell
244
-121
-33% -$8.93K ﹤0.01% 2467
2025
Q3 		$28.7K Sell
365
-4
-1% -$367 ﹤0.01% 2095
2025
Q2 		$37.4K Buy
369
+208
+129% +$17.3K ﹤0.01% 1812
2025
Q1 		$14.5K Sell
161
-49
-23% -$5.2K ﹤0.01% 1887
2024
Q4 		$24K Buy
210
+112
+114% +$12.4K ﹤0.01% 1525
2024
Q3 		$10.5K Sell
98
-324
-77% -$32.6K ﹤0.01% 1838
2024
Q2 		$43K Buy
422
+384
+1,011% +$37.4K ﹤0.01% 1159
2024
Q1 		$3.6K Sell
38
-118
-76% -$13.2K ﹤0.01% 2191
2023
Q4 		$19K Buy
156
+46
+42% +$5.36K ﹤0.01% 1255
2023
Q3 		$14.7K Buy
110
+11
+11% +$1.55K ﹤0.01% 1248
2023
Q2 		$14.7K Sell
99
-5
-5% -$687 ﹤0.01% 1270
2023
Q1 		$13.7K Buy
104
+2
+2% +$285 ﹤0.01% 1232
2022
Q4 		$14.4K Buy
102
+72
+240% +$10.2K ﹤0.01% 1190
2022
Q3 		$4K Sell
30
-20
-40% -$3.18K ﹤0.01% 1482
2022
Q2 		$8K Buy
50
+26
+108% +$4.52K ﹤0.01% 1133
2022
Q1 		$4K Sell
24
-10
-29% -$2.03K ﹤0.01% 1370
2021
Q4 		$8K Buy
+34
New +$7.47K ﹤0.01% 1072

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 $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's WHR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Whirlpool (WHR) stake by 67% in Q2 2026, buying an estimated $31.7K and bringing the position to 1,695 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

EverSource Wealth Advisors first reported a position in WHR in Q4 2021 and has held it in 19 quarters since. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • EverSource Wealth Advisors held 1,695 shares of Whirlpool worth $66.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 677 Whirlpool shares in Q2 2026, an estimated $31.7K.
  • Whirlpool made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1599 holding.
  • EverSource Wealth Advisors first reported a position in Whirlpool in Q4 2021 and has held it in 19 quarters since.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.