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Integrated Wealth Concepts’s Whirlpool WHR Stock Holding History

Integrated Wealth Concepts’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 		$270K Buy
+6,858
New +$321K ﹤0.01% 2043
2024
Q4 		– Sell
-3,475
Closed -$372K – 1790
2024
Q3 		$372K Sell
3,475
-484
-12% -$48.6K ﹤0.01% 1216
2024
Q2 		$405K Buy
3,959
+709
+22% +$69.1K 0.01% 1153
2024
Q1 		$389K Buy
3,250
+1,107
+52% +$123K 0.01% 1172
2023
Q4 		$261K Sell
2,143
-1,169
-35% -$136K ﹤0.01% 1329
2023
Q3 		$443K Buy
3,312
+1,742
+111% +$246K 0.01% 1033
2023
Q2 		$234K Buy
+1,570
New +$216K ﹤0.01% 1348
2022
Q4 		– Sell
-3,085
Closed -$416K – 1083
2022
Q3 		$416K Buy
3,085
+761
+33% +$121K 0.01% 647
2022
Q2 		$360K Buy
2,324
+245
+12% +$42.6K 0.01% 695
2022
Q1 		$359K Buy
2,079
+444
+27% +$90K 0.01% 676
2021
Q4 		$384K Buy
1,635
+311
+23% +$68.3K 0.01% 682
2021
Q3 		$270K Buy
+1,324
New +$290K 0.01% 784

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

Integrated Wealth Concepts's WHR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Whirlpool (WHR) in Q2 2026: 6,858 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #2043 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in WHR as recently as Q3 2024.

Integrated Wealth Concepts first reported a position in WHR in Q3 2021 and has held it in 12 quarters since. The position peaked at $443K in Q3 2023. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Integrated Wealth Concepts held 6,858 shares of Whirlpool worth $270K as of Q2 2026.
  • Whirlpool was a new Integrated Wealth Concepts position in Q2 2026.
  • Whirlpool made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2043 holding.
  • Integrated Wealth Concepts first reported a position in Whirlpool in Q3 2021 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Whirlpool position peaked at $443K in Q3 2023.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.