EWA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

EverSource Wealth Advisors's WHR Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Whirlpool (WHR) stake by 317% in Q1 2026, buying an estimated $56.8K and bringing the position to 1,018 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

EverSource Wealth Advisors first reported a position in WHR in Q4 2021 and has held it in 18 quarters since. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • EverSource Wealth Advisors held 1,018 shares of Whirlpool worth $54.9K as of Q1 2026.
  • EverSource Wealth Advisors bought 774 Whirlpool shares in Q1 2026, an estimated $56.8K.
  • Whirlpool made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1815 holding.
  • EverSource Wealth Advisors first reported a position in Whirlpool in Q4 2021 and has held it in 18 quarters since.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.