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Harvest Investment Advisors’s Whirlpool WHR Stock Holding History

Harvest 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
Q2 		– Sell
-28,105
Closed -$1.52M – 60
2026
Q1 		$1.52M Buy
28,105
+10,340
+58% +$759K 0.84% 50
2025
Q4 		$1.28M Buy
17,765
+575
+3% +$42.5K 0.73% 52
2025
Q3 		$1.35M Buy
17,190
+1,525
+10% +$140K 0.79% 47
2025
Q2 		$1.59M Buy
15,665
+1,568
+11% +$130K 1.02% 36
2025
Q1 		$1.27M Buy
14,097
+2,655
+23% +$282K 0.92% 44
2024
Q4 		$1.31M Sell
11,442
-50
-0.4% -$5.52K 0.91% 43
2024
Q3 		$1.23M Buy
11,492
+1,390
+14% +$140K 0.84% 48
2024
Q2 		$1.03M Buy
10,102
+535
+6% +$52.1K 0.76% 51
2024
Q1 		$1.14M Buy
9,567
+330
+4% +$36.8K 0.86% 50
2023
Q4 		$1.12M Buy
9,237
+274
+3% +$31.9K 0.9% 49
2023
Q3 		$1.2M Buy
8,963
+98
+1% +$13.8K 1.07% 42
2023
Q2 		$1.32M Buy
8,865
+45
+0.5% +$6.18K 1.13% 35
2023
Q1 		$1.16M Buy
8,820
+194
+2% +$27.6K 1.04% 45
2022
Q4 		$1.22M Buy
+8,626
New +$1.23M 1.15% 42

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

Harvest Investment Advisors's WHR Position: Q2 2026 in Review

Harvest Investment Advisors sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 28,105 shares — an estimated $1.52M sold.

Harvest Investment Advisors first reported a position in WHR in Q4 2022 and held it in 14 quarters. The position peaked at $1.59M in Q2 2025. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Harvest Investment Advisors reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Harvest Investment Advisors sold 28,105 Whirlpool shares in Q2 2026, an estimated $1.52M.
  • Harvest Investment Advisors first reported a position in Whirlpool in Q4 2022 and held it in 14 quarters.
  • Harvest Investment Advisors's Whirlpool position peaked at $1.59M in Q2 2025.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Harvest Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.