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OneAscent Financial Services’s Whirlpool WHR Stock Holding History

OneAscent Financial Services’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
Q1 		– Sell
-3,726
Closed -$269K – 612
2025
Q4 		$269K Sell
3,726
-4,571
-55% -$337K 0.02% 378
2025
Q3 		$652K Sell
8,297
-1,725
-17% -$158K 0.08% 188
2025
Q2 		$1.02M Buy
+10,022
New +$834K 0.07% 172

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

OneAscent Financial Services's WHR Position: Q1 2026 in Review

OneAscent Financial Services sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 3,726 shares — an estimated $269K sold.

OneAscent Financial Services first reported a position in WHR in Q2 2025 and held it in 3 quarters. The position peaked at $1.02M in Q2 2025. 486 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • OneAscent Financial Services reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • OneAscent Financial Services sold 3,726 Whirlpool shares in Q1 2026, an estimated $269K.
  • OneAscent Financial Services first reported a position in Whirlpool in Q2 2025 and held it in 3 quarters.
  • OneAscent Financial Services's Whirlpool position peaked at $1.02M in Q2 2025.
  • 486 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.