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Kelleher Financial Advisors’s Whirlpool WHR Stock Holding History

Kelleher Financial 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 		$28.4K Sell
720
-500
-41% -$23.4K ﹤0.01% 509
2026
Q1 		$65.8K Hold
1,220
– – 0.02% 341
2025
Q4 		$88K Buy
+1,220
New +$90.1K 0.02% 330

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

Kelleher Financial Advisors's WHR Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its Whirlpool (WHR) stake by 41% in Q2 2026, selling an estimated $23.4K and leaving 720 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Kelleher Financial Advisors first reported a position in WHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $88K in Q4 2025. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Kelleher Financial Advisors held 720 shares of Whirlpool worth $28.4K as of Q2 2026.
  • Kelleher Financial Advisors sold 500 Whirlpool shares in Q2 2026, an estimated $23.4K.
  • Whirlpool made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #509 holding.
  • Kelleher Financial Advisors first reported a position in Whirlpool in Q4 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Whirlpool position peaked at $88K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.