KAS
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Kestra Advisory Services’s Whirlpool WHR Stock Holding History

Kestra Advisory Services’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 		$638K Sell
16,190
-13,693
-46% -$641K ﹤0.01% 2144
2026
Q1 		$1.61M Sell
29,883
-328
-1% -$24.1K 0.01% 1439
2025
Q4 		$2.18M Sell
30,211
-542
-2% -$40K 0.01% 1158
2025
Q3 		$2.42M Buy
30,753
+21,325
+226% +$1.96M 0.01% 1048
2025
Q2 		$956K Buy
9,428
+2,845
+43% +$237K ﹤0.01% 1507
2025
Q1 		$593K Sell
6,583
-5,380
-45% -$571K ﹤0.01% 1702
2024
Q4 		$1.37M Sell
11,963
-1,442
-11% -$159K 0.01% 1211
2024
Q3 		$1.43M Buy
13,405
+617
+5% +$62K 0.01% 1133
2024
Q2 		$1.27M Buy
12,788
+2,499
+24% +$244K 0.01% 1188
2024
Q1 		$1.23M Buy
10,289
+3,169
+45% +$353K 0.01% 1119
2023
Q4 		$867K Sell
7,120
-533
-7% -$62.1K 0.01% 1204
2023
Q3 		$1.02M Sell
7,653
-1,208
-14% -$171K 0.01% 985
2023
Q2 		$1.32M Buy
8,861
+1,075
+14% +$148K 0.01% 847
2023
Q1 		$1.03M Sell
7,786
-1,364
-15% -$194K 0.01% 932
2022
Q4 		$1.29M Buy
9,150
+939
+11% +$134K 0.01% 938
2022
Q3 		$1.11M Sell
8,211
-314
-4% -$50K 0.01% 928
2022
Q2 		$1.32M Buy
8,525
+1,700
+25% +$296K 0.01% 840
2022
Q1 		$1.18M Sell
6,825
-247
-3% -$50.1K 0.01% 885
2021
Q4 		$1.66M Sell
7,072
-1,555
-18% -$342K 0.02% 763
2021
Q3 		$1.76M Buy
8,627
+1,085
+14% +$238K 0.02% 769
2021
Q2 		$1.64M Buy
7,542
+250
+3% +$58.2K 0.02% 727
2021
Q1 		$1.61M Sell
7,292
-1,548
-18% -$307K 0.02% 669
2020
Q4 		$1.63M Buy
8,840
+8,706
+6,497% +$1.67M 0.02% 667
2020
Q3 		$1.58M Buy
+134
New +$22.3K 0.03% 486

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

Kestra Advisory Services's WHR Position: Q2 2026 in Review

Kestra Advisory Services reduced its Whirlpool (WHR) stake by 46% in Q2 2026, selling an estimated $641K and leaving 16,190 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Kestra Advisory Services first reported a position in WHR in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.42M in Q3 2025. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Kestra Advisory Services held 16,190 shares of Whirlpool worth $638K as of Q2 2026.
  • Kestra Advisory Services sold 13,693 Whirlpool shares in Q2 2026, an estimated $641K.
  • Whirlpool made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2144 holding.
  • Kestra Advisory Services first reported a position in Whirlpool in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Whirlpool position peaked at $2.42M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.