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Larson Financial Group’s Whirlpool WHR Stock Holding History

Larson Financial Group’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 		$9.63K Sell
244
-481
-66% -$22.5K ﹤0.01% 2431
2026
Q1 		$39.1K Buy
725
+713
+5,942% +$52.3K ﹤0.01% 1485
2025
Q4 		$894 Buy
+12
New +$886 ﹤0.01% 2981
2025
Q3 		– Hold
0
– – – 3379
2025
Q2 		– Sell
-3
Closed -$270 – 3514
2025
Q1 		$270 Buy
+3
New +$318 ﹤0.01% 2723
2024
Q4 		– Sell
-110
Closed -$11.8K – 2925
2024
Q3 		$11.8K Buy
+110
New +$11.1K ﹤0.01% 1415
2020
Q1 		– Sell
-16
Closed -$2K – 670
2019
Q4 		$2K Hold
16
– – ﹤0.01% 472
2019
Q3 		$3K Hold
16
– – ﹤0.01% 418
2019
Q2 		$2K Hold
16
– – ﹤0.01% 401
2019
Q1 		$2K Hold
16
– – ﹤0.01% 395
2018
Q4 		$2K Buy
+16
New +$1.81K ﹤0.01% 372

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

Larson Financial Group's WHR Position: Q2 2026 in Review

Larson Financial Group reduced its Whirlpool (WHR) stake by 66% in Q2 2026, selling an estimated $22.5K and leaving 244 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

Larson Financial Group first reported a position in WHR in Q4 2018 and has held it in 10 quarters since. The position peaked at $39.1K in Q1 2026. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Larson Financial Group held 244 shares of Whirlpool worth $9.63K as of Q2 2026.
  • Larson Financial Group sold 481 Whirlpool shares in Q2 2026, an estimated $22.5K.
  • Whirlpool made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2431 holding.
  • Larson Financial Group first reported a position in Whirlpool in Q4 2018 and has held it in 10 quarters since.
  • Larson Financial Group's Whirlpool position peaked at $39.1K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.