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Narus Financial Partners’s Whirlpool WHR Stock Holding History

Narus Financial Partners’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 		$296K Buy
+7,500
New +$351K 0.08% 145
2017
Q1 		– Sell
-1,171
Closed -$213K – 77
2016
Q4 		$213K Buy
+1,171
New +$194K 0.22% 66

Other funds holding WHR

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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

Narus Financial Partners's WHR Position: Q2 2026 in Review

Narus Financial Partners opened a new position in Whirlpool (WHR) in Q2 2026: 7,500 shares worth $296K. The stake represents 0.08% of the portfolio and ranks #145 among its holdings. This is a return to the name: Narus Financial Partners previously reported a position in WHR as recently as Q4 2016.

Narus Financial Partners first reported a position in WHR in Q4 2016 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Narus Financial Partners held 7,500 shares of Whirlpool worth $296K as of Q2 2026.
  • Whirlpool was a new Narus Financial Partners position in Q2 2026.
  • Whirlpool made up 0.08% of Narus Financial Partners's portfolio in Q2 2026, its #145 holding.
  • Narus Financial Partners first reported a position in Whirlpool in Q4 2016 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.