OF
WHR icon

Optimize Financial’s Whirlpool WHR Stock Holding History

Optimize Financial’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 		$428K Sell
10,868
-37
-0.3% -$1.73K 0.15% 192
2026
Q1 		$588K Buy
+10,905
New +$800K 0.29% 74
2025
Q3 		– Sell
-7,703
Closed -$781K – 440
2025
Q2 		$781K Sell
7,703
-54
-0.7% -$4.49K 0.48% 57
2025
Q1 		$699K Buy
7,757
+2,347
+43% +$249K 0.26% 58
2024
Q4 		$619K Buy
+5,410
New +$597K 0.46% 55

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

Optimize Financial's WHR Position: Q2 2026 in Review

Optimize Financial reduced its Whirlpool (WHR) stake by 0.34% in Q2 2026, selling an estimated $1.73K and leaving 10,868 shares worth $428K. The position accounts for 0.15% of the portfolio, ranked #192.

Optimize Financial first reported a position in WHR in Q4 2024 and has held it in 5 quarters since. The position peaked at $781K in Q2 2025. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Optimize Financial held 10,868 shares of Whirlpool worth $428K as of Q2 2026.
  • Optimize Financial sold 37 Whirlpool shares in Q2 2026, an estimated $1.73K.
  • Whirlpool made up 0.15% of Optimize Financial's portfolio in Q2 2026, its #192 holding.
  • Optimize Financial first reported a position in Whirlpool in Q4 2024 and has held it in 5 quarters since.
  • Optimize Financial's Whirlpool position peaked at $781K in Q2 2025.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.