IFWM
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Institute for Wealth Management’s Whirlpool WHR Stock Holding History

Institute for Wealth Management’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 		$202K Sell
5,122
-173
-3% -$8.1K 0.02% 512
2026
Q1 		$286K Hold
5,295
– – 0.03% 441
2025
Q4 		$382K Buy
+5,295
New +$391K 0.04% 372
2017
Q3 		– Sell
-2,105
Closed -$403K – 395
2017
Q2 		$403K Buy
+2,105
New +$385K 0.11% 259

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

Institute for Wealth Management's WHR Position: Q2 2026 in Review

Institute for Wealth Management reduced its Whirlpool (WHR) stake by 3.3% in Q2 2026, selling an estimated $8.1K and leaving 5,122 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #512.

Institute for Wealth Management first reported a position in WHR in Q2 2017 and has held it in 4 quarters since. The position peaked at $403K in Q2 2017. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Institute for Wealth Management held 5,122 shares of Whirlpool worth $202K as of Q2 2026.
  • Institute for Wealth Management sold 173 Whirlpool shares in Q2 2026, an estimated $8.1K.
  • Whirlpool made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #512 holding.
  • Institute for Wealth Management first reported a position in Whirlpool in Q2 2017 and has held it in 4 quarters since.
  • Institute for Wealth Management's Whirlpool position peaked at $403K in Q2 2017.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.