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Financial Perspectives’s Whirlpool WHR Stock Holding History

Financial Perspectives’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 		$3.94K Hold
100
– – ﹤0.01% 623
2026
Q1 		$5.39K Hold
100
– – ﹤0.01% 582
2025
Q4 		$7.21K Hold
100
– – ﹤0.01% 556
2025
Q3 		$7.86K Hold
100
– – ﹤0.01% 542
2025
Q2 		$10.1K Hold
100
– – ﹤0.01% 506
2025
Q1 		$9.01K Hold
100
– – ﹤0.01% 513
2024
Q4 		$11.4K Hold
100
– – ﹤0.01% 488
2024
Q3 		$10.7K Hold
100
– – ﹤0.01% 471
2024
Q2 		$10.2K Buy
+100
New +$9.74K ﹤0.01% 460

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

Financial Perspectives's WHR Position: Q2 2026 in Review

Financial Perspectives held its Whirlpool (WHR) position steady in Q2 2026 at 100 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Financial Perspectives first reported a position in WHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.4K in Q4 2024. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Financial Perspectives held 100 shares of Whirlpool worth $3.94K as of Q2 2026.
  • Financial Perspectives left its Whirlpool share count unchanged in Q2 2026.
  • Whirlpool made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #623 holding.
  • Financial Perspectives first reported a position in Whirlpool in Q2 2024 and has held it in 9 quarters since.
  • Financial Perspectives's Whirlpool position peaked at $11.4K in Q4 2024.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.