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Newbridge Financial Services Group’s Whirlpool WHR Stock Holding History

Newbridge Financial Services 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 		$195K Buy
4,940
+2,240
+83% +$105K 0.02% 251
2026
Q1 		$146K Buy
+2,700
New +$198K 0.02% 260
2024
Q3 		– Sell
-600
Closed -$61.3K – 1115
2024
Q2 		$61.3K Buy
+600
New +$58.5K 0.02% 343
2024
Q1 		– Sell
-40
Closed -$4.87K – 1314
2023
Q4 		$4.87K Hold
40
– – ﹤0.01% 863
2023
Q3 		$5.35K Hold
40
– – ﹤0.01% 939
2023
Q2 		$5.95K Hold
40
– – ﹤0.01% 981
2023
Q1 		$5.28K Hold
40
– – ﹤0.01% 1053
2022
Q4 		$5.66K Sell
40
-100
-71% -$14.2K ﹤0.01% 1037
2022
Q3 		$19K Buy
140
+50
+56% +$7.96K 0.01% 718
2022
Q2 		$14K Hold
90
– – 0.01% 768
2022
Q1 		$16K Buy
90
+50
+125% +$10.1K 0.01% 794
2021
Q4 		$9K Buy
+40
New +$8.79K ﹤0.01% 949

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

Newbridge Financial Services Group's WHR Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Whirlpool (WHR) stake by 83% in Q2 2026, buying an estimated $105K and bringing the position to 4,940 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #251.

Newbridge Financial Services Group first reported a position in WHR in Q4 2021 and has held it in 12 quarters since. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Newbridge Financial Services Group held 4,940 shares of Whirlpool worth $195K as of Q2 2026.
  • Newbridge Financial Services Group bought 2,240 Whirlpool shares in Q2 2026, an estimated $105K.
  • Whirlpool made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #251 holding.
  • Newbridge Financial Services Group first reported a position in Whirlpool in Q4 2021 and has held it in 12 quarters since.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

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