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IEQ Capital’s Whirlpool WHR Stock Holding History

IEQ Capital’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 		$1.56M Buy
+39,649
New +$1.86M 0.01% 915
2025
Q1 		– Sell
-7,587
Closed -$869K – 1750
2024
Q4 		$869K Buy
7,587
+3,488
+85% +$385K 0.01% 701
2024
Q3 		$439K Buy
+4,099
New +$412K 0.01% 798

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

IEQ Capital's WHR Position: Q2 2026 in Review

IEQ Capital opened a new position in Whirlpool (WHR) in Q2 2026: 39,649 shares worth $1.56M. The stake represents 0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: IEQ Capital previously reported a position in WHR as recently as Q4 2024.

IEQ Capital first reported a position in WHR in Q3 2024 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • IEQ Capital held 39,649 shares of Whirlpool worth $1.56M as of Q2 2026.
  • Whirlpool was a new IEQ Capital position in Q2 2026.
  • Whirlpool made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #915 holding.
  • IEQ Capital first reported a position in Whirlpool in Q3 2024 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.