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Kestra Private Wealth Services’s Whirlpool WHR Stock Holding History

Kestra Private Wealth 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 		$222K Sell
5,621
-981
-15% -$46K ﹤0.01% 1646
2026
Q1 		$356K Buy
6,602
+191
+3% +$14K ﹤0.01% 1374
2025
Q4 		$462K Sell
6,411
-277
-4% -$20.4K 0.01% 1208
2025
Q3 		$526K Sell
6,688
-2,783
-29% -$255K 0.01% 1066
2025
Q2 		$961K Sell
9,471
-4,215
-31% -$351K 0.01% 760
2025
Q1 		$1.23M Sell
13,686
-228
-2% -$24.2K 0.02% 606
2024
Q4 		$1.59M Sell
13,914
-189
-1% -$20.9K 0.03% 499
2024
Q3 		$1.51M Sell
14,103
-305
-2% -$30.7K 0.03% 494
2024
Q2 		$1.47M Sell
14,408
-719
-5% -$70.1K 0.03% 466
2024
Q1 		$1.81M Buy
15,127
+1,130
+8% +$126K 0.04% 397
2023
Q4 		$1.7M Buy
13,997
+1,413
+11% +$165K 0.04% 386
2023
Q3 		$1.68M Buy
12,584
+1,716
+16% +$242K 0.05% 338
2023
Q2 		$1.62M Sell
10,868
-137
-1% -$18.8K 0.06% 342
2023
Q1 		$1.45M Buy
11,005
+1,909
+21% +$272K 0.06% 333
2022
Q4 		$1.29M Sell
9,096
-1,012
-10% -$144K 0.07% 316
2022
Q3 		$1.36M Buy
10,108
+1,334
+15% +$212K 0.08% 275
2022
Q2 		$1.36M Buy
8,774
+1,471
+20% +$256K 0.08% 290
2022
Q1 		$1.26M Buy
7,303
+680
+10% +$138K 0.06% 321
2021
Q4 		$1.55M Buy
6,623
+597
+10% +$131K 0.07% 287
2021
Q3 		$1.23M Buy
6,026
+4,895
+433% +$1.07M 0.07% 305
2021
Q2 		$247K Buy
+1,131
New +$263K 0.02% 739

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 Private Wealth Services's WHR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Whirlpool (WHR) stake by 15% in Q2 2026, selling an estimated $46K and leaving 5,621 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Kestra Private Wealth Services first reported a position in WHR in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.81M in Q1 2024. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Kestra Private Wealth Services held 5,621 shares of Whirlpool worth $222K as of Q2 2026.
  • Kestra Private Wealth Services sold 981 Whirlpool shares in Q2 2026, an estimated $46K.
  • Whirlpool made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1646 holding.
  • Kestra Private Wealth Services first reported a position in Whirlpool in Q2 2021 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's Whirlpool position peaked at $1.81M in Q1 2024.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

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