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JFS Wealth Advisors’s Whirlpool WHR Stock Holding History

JFS Wealth 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
-9
Closed -$486 – 2299
2026
Q1 		$486 Sell
9
-4
-31% -$294 ﹤0.01% 1773
2025
Q4 		$938 Buy
13
+3
+30% +$221 ﹤0.01% 1719
2025
Q3 		$786 Hold
10
– – ﹤0.01% 1673
2025
Q2 		$1.01K Buy
10
+2
+25% +$166 ﹤0.01% 1569
2025
Q1 		$722 Buy
+8
New +$848 ﹤0.01% 1709
2023
Q4 		– Sell
-28
Closed -$3.74K – 2047
2023
Q3 		$3.74K Sell
28
-4
-13% -$565 ﹤0.01% 1117
2023
Q2 		$4.76K Sell
32
-14
-30% -$1.92K ﹤0.01% 1026
2023
Q1 		$6.07K Buy
46
+25
+119% +$3.56K ﹤0.01% 908
2022
Q4 		$2.97K Hold
21
– – ﹤0.01% 1217
2022
Q3 		$3K Sell
21
-51
-71% -$8.12K ﹤0.01% 1254
2022
Q2 		$11K Buy
72
+45
+167% +$7.83K ﹤0.01% 748
2022
Q1 		$5K Buy
27
+11
+69% +$2.23K ﹤0.01% 1085
2021
Q4 		$4K Buy
+16
New +$3.51K ﹤0.01% 891
2016
Q2 		– Sell
-1
Closed – – 625
2016
Q1 		$0 Buy
+1
New +$149 ﹤0.01% 665

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

JFS Wealth Advisors's WHR Position: Q2 2026 in Review

JFS Wealth Advisors sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 9 shares — an estimated $486 sold.

JFS Wealth Advisors first reported a position in WHR in Q1 2016 and held it in 14 quarters. The position peaked at $11K in Q2 2022. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • JFS Wealth Advisors reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 9 Whirlpool shares in Q2 2026, an estimated $486.
  • JFS Wealth Advisors first reported a position in Whirlpool in Q1 2016 and held it in 14 quarters.
  • JFS Wealth Advisors's Whirlpool position peaked at $11K in Q2 2022.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.