Foundations Investment Advisors’s Whirlpool WHR Stock Holding History

Foundations Investment 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	$206K	Buy	3,822 +74	+2%	+$5.43K	﹤0.01%	1096
2025 Q4	$270K	Sell	3,748 -733	-16%	-$54.1K	﹤0.01%	930
2025 Q3	$352K	Sell	4,481 -6	-0.1%	-$551	0.01%	779
2025 Q2	$455K	Buy	4,487 +221	+5%	+$18.4K	0.01%	610
2025 Q1	$384K	Sell	4,266 -664	-13%	-$70.4K	0.01%	644
2024 Q4	$564K	Sell	4,930 -98	-2%	-$10.8K	0.01%	517
2024 Q3	$538K	Buy	5,028 +66	+1%	+$6.63K	0.01%	505
2024 Q2	$507K	Buy	+4,962	New	+$484K	0.01%	495

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Foundations Investment Advisors's WHR Position: Q1 2026 in Review

Foundations Investment Advisors increased its Whirlpool (WHR) stake by 2% in Q1 2026, buying an estimated $5.43K and bringing the position to 3,822 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Foundations Investment Advisors first reported a position in WHR in Q2 2024 and has held it in 8 quarters since. The position peaked at $564K in Q4 2024. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

Foundations Investment Advisors held 3,822 shares of Whirlpool worth $206K as of Q1 2026.
Foundations Investment Advisors bought 74 Whirlpool shares in Q1 2026, an estimated $5.43K.
Whirlpool made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1096 holding.
Foundations Investment Advisors first reported a position in Whirlpool in Q2 2024 and has held it in 8 quarters since.
Foundations Investment Advisors's Whirlpool position peaked at $564K in Q4 2024.
485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.