IFG
WHR icon

Independent Financial Group’s Whirlpool WHR Stock Holding History

Independent Financial Group’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 		$315K Sell
8,000
-600
-7% -$28.1K 0.01% 1212
2026
Q1 		$464K Buy
8,600
+584
+7% +$42.9K 0.01% 960
2025
Q4 		$578K Buy
8,016
+1,916
+31% +$141K 0.01% 832
2025
Q3 		$479K Buy
6,100
+1,900
+45% +$174K 0.01% 873
2025
Q2 		$426K Buy
4,200
+696
+20% +$57.9K 0.01% 849
2025
Q1 		$316K Buy
3,504
+491
+16% +$52.1K 0.01% 909
2024
Q4 		$345K Buy
3,013
+9
+0.3% +$993 0.01% 850
2024
Q3 		$321K Sell
3,004
-150
-5% -$15.1K 0.01% 850
2024
Q2 		$322K Buy
3,154
+300
+11% +$29.2K 0.01% 793
2024
Q1 		$341K Buy
2,854
+250
+10% +$27.9K 0.02% 728
2023
Q4 		$317K Hold
2,604
– – 0.02% 697
2023
Q3 		$348K Buy
2,604
+100
+4% +$14.1K 0.02% 602
2023
Q2 		$373K Buy
2,504
+200
+9% +$27.5K 0.03% 556
2023
Q1 		$304K Buy
2,304
+88
+4% +$12.5K 0.02% 600
2022
Q4 		$313K Buy
2,216
+200
+10% +$28.4K 0.03% 543
2022
Q3 		$272K Buy
2,016
+400
+25% +$63.7K 0.02% 567
2022
Q2 		$250K Buy
+1,616
New +$281K 0.03% 566
2021
Q3 		– Sell
-1,103
Closed -$240K – 762
2021
Q2 		$240K Hold
1,103
– – 0.03% 602
2021
Q1 		$243K Buy
+1,103
New +$219K 0.03% 532

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

Independent Financial Group's WHR Position: Q2 2026 in Review

Independent Financial Group reduced its Whirlpool (WHR) stake by 7% in Q2 2026, selling an estimated $28.1K and leaving 8,000 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #1212.

Independent Financial Group first reported a position in WHR in Q1 2021 and has held it in 19 quarters since. The position peaked at $578K in Q4 2025. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Independent Financial Group held 8,000 shares of Whirlpool worth $315K as of Q2 2026.
  • Independent Financial Group sold 600 Whirlpool shares in Q2 2026, an estimated $28.1K.
  • Whirlpool made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1212 holding.
  • Independent Financial Group first reported a position in Whirlpool in Q1 2021 and has held it in 19 quarters since.
  • Independent Financial Group's Whirlpool position peaked at $578K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.