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GoalVest Advisory’s Whirlpool WHR Stock Holding History

GoalVest Advisory’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 		– Sell
-131
Closed -$9.45K – 551
2025
Q4 		$9.45K Buy
+131
New +$9.67K ﹤0.01% 425
2024
Q3 		– Sell
-513
Closed -$52.4K – 383
2024
Q2 		$52.4K Buy
513
+453
+755% +$44.1K 0.02% 172
2024
Q1 		$7.18K Buy
60
+40
+200% +$4.46K ﹤0.01% 328
2023
Q4 		$2.44K Sell
20
-10
-33% -$1.17K ﹤0.01% 326
2023
Q3 		$4.01K Buy
+30
New +$4.24K ﹤0.01% 361
2022
Q3 		– Sell
-185
Closed -$30K – 319
2022
Q2 		$30K Buy
+185
New +$32.2K 0.02% 194

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

GoalVest Advisory's WHR Position: Q1 2026 in Review

GoalVest Advisory sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 131 shares — an estimated $9.45K sold.

GoalVest Advisory first reported a position in WHR in Q2 2022 and held it in 6 quarters. The position peaked at $52.4K in Q2 2024. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • GoalVest Advisory reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 131 Whirlpool shares in Q1 2026, an estimated $9.45K.
  • GoalVest Advisory first reported a position in Whirlpool in Q2 2022 and held it in 6 quarters.
  • GoalVest Advisory's Whirlpool position peaked at $52.4K in Q2 2024.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.