OQS
WHR icon

Occudo Quantitative Strategies’s Whirlpool WHR Stock Holding History

Occudo Quantitative Strategies’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 		$558K Sell
14,147
-34
-0.2% -$1.59K 0.03% 482
2026
Q1 		$795K Buy
+14,181
New +$1.04M 0.04% 431
2025
Q4 		– Sell
-10,407
Closed -$818K – 925
2025
Q3 		$818K Buy
10,407
+596
+6% +$54.7K 0.1% 288
2025
Q2 		$995K Sell
9,811
-2,757
-22% -$229K 0.11% 238
2025
Q1 		$1.12M Buy
+12,568
New +$1.33M 0.15% 197
2024
Q4 		– Sell
-2,977
Closed -$319K – 985
2024
Q3 		$319K Sell
2,977
-1,395
-32% -$140K 0.06% 432
2024
Q2 		$447K Sell
4,372
-885
-17% -$86.2K 0.08% 322
2024
Q1 		$629K Buy
+5,257
New +$586K 0.11% 252
2023
Q3 		– Sell
-15,634
Closed -$2.33M – 1341
2023
Q2 		$2.33M Buy
15,634
+2,493
+19% +$342K 0.24% 109
2023
Q1 		$1.73M Sell
13,141
-2,084
-14% -$297K 0.16% 184
2022
Q4 		$2.15M Buy
15,225
+11,954
+365% +$1.7M 0.25% 119
2022
Q3 		$441K Buy
3,271
+115
+4% +$18.3K 0.03% 709
2022
Q2 		$489K Sell
3,156
-7,991
-72% -$1.39M 0.04% 630
2022
Q1 		$1.93M Buy
11,147
+6,195
+125% +$1.26M 0.16% 180
2021
Q4 		$1.16M Buy
4,952
+1,814
+58% +$398K 0.1% 307
2021
Q3 		$640K Buy
3,138
+1,057
+51% +$232K 0.08% 450
2021
Q2 		$454K Buy
2,081
+985
+90% +$229K 0.07% 459
2021
Q1 		$242K Buy
+1,096
New +$218K 0.05% 564

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

Occudo Quantitative Strategies's WHR Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its Whirlpool (WHR) stake by 0.24% in Q2 2026, selling an estimated $1.59K and leaving 14,147 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #482.

Occudo Quantitative Strategies first reported a position in WHR in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.33M in Q2 2023. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Occudo Quantitative Strategies held 14,147 shares of Whirlpool worth $558K as of Q2 2026.
  • Occudo Quantitative Strategies sold 34 Whirlpool shares in Q2 2026, an estimated $1.59K.
  • Whirlpool made up 0.03% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #482 holding.
  • Occudo Quantitative Strategies first reported a position in Whirlpool in Q1 2021 and has held it in 18 quarters since.
  • Occudo Quantitative Strategies's Whirlpool position peaked at $2.33M in Q2 2023.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.