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Old North State Wealth Management’s Whirlpool WHR Stock Holding History

Old North State Wealth Management’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
-4,847
Closed -$262K – 119
2026
Q1 		$262K Buy
4,847
+1,958
+68% +$144K 0.12% 103
2025
Q4 		$209K Buy
2,889
+143
+5% +$10.6K 0.1% 115
2025
Q3 		$216K Sell
2,746
-207
-7% -$19K 0.1% 121
2025
Q2 		$300K Buy
2,953
+493
+20% +$41K 0.16% 97
2025
Q1 		$222K Buy
2,460
+650
+36% +$68.9K 0.12% 108
2024
Q4 		$208K Buy
+1,810
New +$200K 0.12% 112

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

Old North State Wealth Management's WHR Position: Q2 2026 in Review

Old North State Wealth Management sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 4,847 shares — an estimated $262K sold.

Old North State Wealth Management first reported a position in WHR in Q4 2024 and held it in 6 quarters. The position peaked at $300K in Q2 2025. 458 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Old North State Wealth Management reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Old North State Wealth Management sold 4,847 Whirlpool shares in Q2 2026, an estimated $262K.
  • Old North State Wealth Management first reported a position in Whirlpool in Q4 2024 and held it in 6 quarters.
  • Old North State Wealth Management's Whirlpool position peaked at $300K in Q2 2025.
  • 458 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.