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Legacy Capital Group California’s Whirlpool WHR Stock Holding History

Legacy Capital Group California’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
-9,149
Closed -$493K – 331
2026
Q1 		$493K Sell
9,149
-2,870
-24% -$211K 0.19% 177
2025
Q4 		$867K Buy
12,019
+2,799
+30% +$207K 0.21% 127
2025
Q3 		$725K Buy
9,220
+1,576
+21% +$145K 0.18% 152
2025
Q2 		$775K Sell
7,644
-169
-2% -$14.1K 0.21% 122
2025
Q1 		$704K Sell
7,813
-62
-0.8% -$6.58K 0.25% 105
2024
Q4 		$902K Buy
7,875
+953
+14% +$105K 0.27% 85
2024
Q3 		$741K Sell
6,922
-253
-4% -$25.4K 0.25% 120
2024
Q2 		$733K Buy
7,175
+80
+1% +$7.8K 0.26% 112
2024
Q1 		$849K Buy
7,095
+3,043
+75% +$339K 0.31% 97
2023
Q4 		$493K Sell
4,052
-16
-0.4% -$1.86K 0.19% 162
2023
Q3 		$544K Buy
4,068
+9
+0.2% +$1.27K 0.23% 128
2023
Q2 		$604K Buy
4,059
+117
+3% +$16.1K 0.25% 117
2023
Q1 		$520K Buy
+3,942
New +$561K 0.25% 120

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 $3.38T AUM 44.17% 1-Year Est. Return

Legacy Capital Group California's WHR Position: Q2 2026 in Review

Legacy Capital Group California sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 9,149 shares — an estimated $493K sold.

Legacy Capital Group California first reported a position in WHR in Q1 2023 and held it in 13 quarters. The position peaked at $902K in Q4 2024. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Legacy Capital Group California reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 9,149 Whirlpool shares in Q2 2026, an estimated $493K.
  • Legacy Capital Group California first reported a position in Whirlpool in Q1 2023 and held it in 13 quarters.
  • Legacy Capital Group California's Whirlpool position peaked at $902K in Q4 2024.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.